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SYMBIOTIC CAPITAL

Legal name: SYMBIOTIC CAPITAL MANAGEMENT CO. LLC

CRD 325844File 801-128442
APPROVED
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.13B
Above cohort median (national)
Discretionary AUM
$1.10B
Non-discretionary $34.7M
Clients
9
9 accounts
Employees
9
Above cohort median in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Jul 28, 2023
Principal office
10100 SANTA MONICA BLVD, FLOOR 15, LOS ANGELES, CA, 90067
Phone
424-313-1550

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.13B
Discretionary AUM
$1.10B
Non-discretionary AUM
$34.7M
Discretionary accounts
8
Non-discretionary accounts
1
Total accounts
9
AUM per client
$126.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles9$1.13B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — FEE INCOME
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees69increased by3
Apr 1, 2026Clients59increased by4
Apr 1, 2026AUM$839,442,588$1,134,521,879increased by$295,079,291
Apr 1, 2026Accounts59increased by4
Dec 1, 2025
vs May 1, 2025
Employees56increased by1
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SYMBIOTIC CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SYMBIOTIC CAPITAL” 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.