AdvisorCensus / Financial advisors / California / Los Angeles / Symbiotic Capital
Symbiotic Capital
Filed as SYMBIOTIC CAPITAL · Legal name Symbiotic Capital Management Co. LLC
Symbiotic Capital is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Symbiotic Capital compensated?
On its Form ADV (Item 5.E, October 2026), Symbiotic Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.
What does Symbiotic Capital's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1.75% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Symbiotic Capital located?
Symbiotic Capital's principal office is in Los Angeles, CA, according to its Form ADV.
Is Symbiotic Capital registered with the SEC or a state?
Symbiotic Capital is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325844.
How much does Symbiotic Capital manage?
Symbiotic Capital reports $1,134,521,879 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (97% discretionary).
How have Symbiotic Capital's assets and staff changed since 2023?
In the Form ADV data for Symbiotic Capital: Regulatory assets under management: $187,173,475 in the October 2023 data and $1,134,521,879 in the October 2026 data, up 506%. Total employees: 3 in October 2023 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Symbiotic Capital serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).
Does Symbiotic Capital report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325844
Does Symbiotic Capital state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum capital commitment for a limited partner of the Funds is $10 million, although the General Partner may accept capital commitments of lesser amounts."
What changed in Symbiotic Capital's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $839,442,588 to $1,134,521,879 (+35%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1.75% of assets a year
The brochure's wording
The Adviser will receive an annual management fee (the “Management Fee”) with respect to each Limited Partner equal to 1.75% per annum multiplied by the sum of
Account minimum: $10,000,000
The brochure's wording
The minimum capital commitment for a limited partner of the Funds is $10 million, although the General Partner may accept capital commitments of lesser amounts.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,134,521,879 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Symbiotic Capital Management Co. LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 9. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,134,521,879 | 9 | March 31, 2026 |
| October 2025 | $839,442,588 | 5 | March 31, 2025 |
| October 2024 | $252,499,111 | 5 | May 16, 2024 |
| October 2023 | $187,173,475 | 3 | August 23, 2023 |
Regulatory assets under management: $187,173,475 in the October 2023 data and $1,134,521,879 in the October 2026 data, up 506%.
Total employees: 3 in October 2023 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $839,442,588 to $1,134,521,879 (+35%).
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Employees performing advisory functions went from 5 to 6.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Symbiotic Capital (CRD 325844): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/symbiotic-capital-los-angeles-ca-325844