|
⚲
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| Symphony Technology Group LLC
✚
| |
|---|---|
| CRD # | 160676 |
| SEC # | 801-73246 |
| CIK # | 0001666501 |
| AUM | $428.8 MM (2024-03-29) |
| Employees | 71 (100% Investors, 0% Brokers) |
| Phone | 650-935-9500 |
| Address | 1300 El Camino Real, Suite 300 Menlo Park, CA 94025-4211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | STG St LP | [2021-03-31] | 0.0 | 33.4 |
| PE | STG IV-A Cayman LP | 2019-03-29 | 13.2 | |
| PE | STG IV Cayman LP | 2019-03-29 | 18.2 | |
| PE | STG III-A LP | [2012-02-09] | 9.4 | |
| PE | STG III LP | [2012-02-09] | 70.5 | |
| PE | STG IV-A LP | [2012-02-09] | 0.0 | 113.0 |
| PE | STG IV LP | [2012-02-09] | 0.0 | 171.2 |
| PE | Symphony Technology II-A LP | 2012-02-09 | 507.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 0.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 0.4 |
| By Discretionary | ||
| Discretionary | 7 | 0.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.4 | |
| Total | 7 | 0.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| William Chisholm | 25 | ||
| Stephen Henkenmeier | 18 | ||
| Romesh Wadhwani | 6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001666501] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
STG Partners LLC
✚
|
CA | 11.7 |
|
Symphony Technology Group LLC
✚
|
CA | 0.4 |
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