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SYMPHONY TECHNOLOGY GROUP, LLC
CRD 160676File 801-73246
APPROVED
Custody
Filing as of Sep 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$307.3M
Below cohort median (national)
Discretionary AUM
$307.3M
Clients
7
7 accounts
Employees
88
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 28, 2012
- Principal office
- 1300 EL CAMINO REAL, SUITE 300, MENLO PARK, CA, 94025-4211
- Phone
- 650-935-9500
- Website
- https://www.symphonytg.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $307.3M
- Discretionary AUM
- $307.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7
- Non-discretionary accounts
- 0
- Total accounts
- 7
- AUM per client
- $43.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $307.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 89 | 88 | decreased by1 |
| Apr 1, 2026 | AUM | $340,916,830 | $307,319,280 | decreased by$33,597,550 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 46 | 89 | increased by43 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $463,479,144 | $340,916,830 | decreased by$122,562,314 |
| Apr 1, 2022 | Employees | 33 | 46 | increased by13 |
| Apr 1, 2022 | AUM | $1,259,729,069 | $463,479,144 | decreased by$796,249,925 |
| 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 “SYMPHONY TECHNOLOGY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SYMPHONY TECHNOLOGY” 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.