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| Symmetry Partners LLC
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|---|---|
| CRD # | 120982 |
| SEC # | 801-61342 |
| CIK # | 0001697493 |
| AUM | 4,730.6 M (2026-02-27) |
| Employees | 52 (10% Investors, 13% Brokers) |
| Phone | 860-734-2000 |
| Address | 151 National Drive Glastonbury, CT 06033 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 26.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,801 | 1.4 |
| (b) Individuals (high net worth individuals) | 675 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 319 | 0.5 |
| (h) Charitable organizations | 37 | 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 | 76 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 11,419 | 4.7 |
| By Discretionary | ||
| Discretionary | 11,419 | 4.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11,419 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.7 | |
| Total | 11,419 | 4.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697493] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.5B |
| Serves | Institutional, Retail |
| LEI | NO |
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