← Directory
SIVIA CAPITAL PARTNERS, LLC
CRD 170413File 801-79173
APPROVED
Retail clients
Custody
Filing as of Jun 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.24B
Above cohort median (national)
Discretionary AUM
$1.20B
Non-discretionary $34.4M
Clients
55
521 accounts
Employees
5
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 10, 2014
- Principal office
- 495 MILLER AVENUE, SUITE 206, MILL VALLEY, CA, 94941
- Phone
- (415) 231-7490
- Website
- HTTP://SIVIACAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.24B
- Discretionary AUM
- $1.20B
- Non-discretionary AUM
- $34.4M
- Discretionary accounts
- 431
- Non-discretionary accounts
- 90
- Total accounts
- 521
- AUM per client
- $22.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 54 | $1.24B |
| Individuals (other than high net worth individuals) | 1 | $238K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.