Symfonie Capital, LLC is an adviser based in London. It has been registered with the SEC as an adviser since 2013.
Symfonie Capital provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Symfonie Capital, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Symfonie Capital is pooled investment vehicles with 2 clients and $0 of assets under management. Among the 4 most similar advisory firms, Symfonie Capital has the highest percentage of pooled investment vehicles out of all clients.
100% of the firm’s clients are foreign persons or businesses.
Symfonie Capital also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Symfonie Capital, LLC performs its advisory services is located at 3 8 Bolsover St, London, W1 W 6 Ab The mailing address of the firm is 1105 N. Market Street, Wilmington, DE 19899. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +442032872690. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at symfoniecapital.com.