Symfonie Capital Ltd

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Assets, Funds, Holdings

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Symfonie Capital Ltd
CRD #164567
SEC #801-76905
CIK #0001583877
AUM $1.0 MM (2024-03-07)
Employees 1 (100% Investors, 0% Brokers)
Phone447887998248
Address124 City Road
London, United Kingdom
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
25201510502009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 2 0.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 10 0.5
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 12 1.0
By Discretionary
Discretionary 10 0.5
Non-Discretionary 2 0.5
Total 12 1.0
By Non-United States Persons
Non-United States Persons 1.0
United States Persons 0.0
Total 12 1.0
Related Firms State AUM ($BB)
Portia Investment Advisors Ltd
0.0
Symfonie Capital Ltd
0.0
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