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SYMMETRY PARTNERS
Legal name: SYMMETRY PARTNERS, LLC.
CRD 120982File 801-61342
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Aug 17, 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
- HTTP://SYMMETRYPARTNERS.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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.