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SYMMETRY PARTNERS
Legal name: SYMMETRY PARTNERS, LLC.
CRD 120982File 801-61342
APPROVED
Retail clients
Custody
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.73B
Top 25% of cohort (national)
Discretionary AUM
$4.73B
Clients
8,909
11,419 accounts
Employees
52
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 26, 2002
- Principal office
- 151 NATIONAL DRIVE, GLASTONBURY, CT, 06033
- Phone
- 860-734-2000
- Website
- HTTPS://WWW.SYMMETRYRIA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.73B
- Discretionary AUM
- $4.73B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 11,419
- Non-discretionary accounts
- 0
- Total accounts
- 11,419
- AUM per client
- $531K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 76 | $61.3M |
| Investment companies | 1 | $1.70B |
| Charitable organizations | 37 | $17.3M |
| High net worth individuals | 675 | $1.09B |
| Pension and profit sharing plans | 319 | $477.7M |
| Individuals (other than high net worth individuals) | 7,801 | $1.38B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 53 | 52 | decreased by1 |
| Mar 1, 2026 | Clients | 10,451 | 8,909 | decreased by1,542 |
| Mar 1, 2026 | AUM | $5,718,728,103 | $4,730,645,660 | decreased by$988,082,443 |
| Mar 1, 2026 | Accounts | 13,224 | 11,419 | decreased by1,805 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 62 | 53 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 13,324 | 10,451 | decreased by2,873 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,044,000,000 | $5,718,728,103 | decreased by$325,271,897 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12,967 | 13,224 | increased by257 |
| Apr 1, 2022 | Employees | 80 | 62 | decreased by18 |
| Apr 1, 2022 | Clients | 13,614 | 13,324 | decreased by290 |
| Apr 1, 2022 | AUM | $5,735,000,000 | $6,044,000,000 | increased by$309,000,000 |
| Apr 1, 2022 | Accounts | 15,463 | 12,967 | decreased by2,496 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SYMMETRY PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SYMMETRY PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.