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| Symphony Technology Group LLC
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| CRD # | 160676 |
| SEC # | 801-73246 |
| CIK # | 0001666501 |
| AUM | 307.3 M (2026-03-31) |
| Employees | 88 (100% Investors, 0% Brokers) |
| Phone | 650-935-9500 |
| Address | 1300 El Camino Real, Suite 300 Menlo Park, CA 94025-4211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | STG St LP | [2021-03-31] | 17.6 M | |
| Filed 2020-03-26 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | STG IV-A Cayman LP | 2019-03-29 | 10.1 M | |
| PE | STG IV Cayman LP | 2019-03-29 | 13.9 M | |
| PE | STG III-A LP | [2012-02-09] | 1.6 M | |
| PE | STG III LP | [2012-02-09] | 11.5 M | |
| PE | STG IV-A LP | [2012-02-09] | 106.4 M | |
| Filed 2012-02-16 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | STG IV LP | [2012-02-09] | 146.1 M | |
| Filed 2012-02-16 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Symphony Technology II-A LP | 2012-02-09 | 507.0 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 7 | 0.3 |
| (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 | 7 | 0.3 |
| By Discretionary | ||
| Discretionary | 7 | 0.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 7 | 0.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| William Chisholm | Executive Officer | 31 | 3 | |
| Stephen Henkenmeier | Executive Officer | 24 | 3 | |
| Romesh Wadhwani | Executive Officer | 6 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001666501] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.2B |
| Serves | Institutional |
| Fund Types | Private Equity |
| Related Firms | State | AUM |
|---|---|---|
|
STG Partners LLC
✚
|
CA | 13.43 B |
|
Symphony Technology Group LLC
✚
|
CA | 307.3 M |
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|---|---|---|
|
Level Ventures Management LLC
✚
|
FL | 310.9 M |
|
TRP Capital Advisors VI LLC
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MI | 310.8 M |
|
Waypoint Capital Partners Advisors LLC
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|
CT | 310.7 M |
|
Prospect Hill Growth Partners LP
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|
O15 Capital Partners LLC
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GA | 310.3 M |
|
Savant Partners LLC
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CA | 309.5 M |
|
ACM Advisors LLC
✚
|
WY | 309.4 M |
|
Battle Investment Group LLC
✚
|
GA | 307.9 M |
|
Fenway Partners LLC
✚
|
RI | 306.8 M |
|
Siddhi Capital LLC
✚
|
ID | 303.7 M |