# Symphony Technology Group, LLC

> Symphony Technology Group, LLC is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 160676
- Filed as: SYMPHONY TECHNOLOGY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160676
- AdvisorCensus page: https://advisorcensus.com/firm/symphony-technology-group-llc-menlo-park-ca-160676

## Quick answers

**How is Symphony Technology Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Symphony Technology Group, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Symphony Technology Group, LLC located?**
Symphony Technology Group, LLC's principal office is in Menlo Park, CA, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Symphony Technology Group, LLC registered with the SEC or a state?**
Symphony Technology Group, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160676.

**How much does Symphony Technology Group, LLC manage?**
Symphony Technology Group, LLC reports $307,319,280 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**How have Symphony Technology Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Symphony Technology Group, LLC: Regulatory assets under management: $1,259,729,069 in the October 2021 data and $307,319,280 in the October 2026 data, down 76%. Total employees: 33 in October 2021 and 88 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Symphony Technology Group, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Symphony Technology Group, LLC 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/160676

**What changed in Symphony Technology Group, LLC's recent Form ADV filings?**
In the October 2026 filing data: Added an office in New York, NY. Registered or notice-filed in NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $307,319,280
- Discretionary: $307,319,280
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $307,319,280 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 88 total, 88 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Bangalore
- London
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- symphonytg.com
- LinkedIn @15562
- X @symphonytg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,259,729,069 | 33 | March 31, 2021 |
| October 2022 | $463,479,144 | 46 | March 31, 2022 |
| October 2023 | $431,288,855 | 57 | March 31, 2023 |
| October 2024 | $428,819,718 | 71 | March 29, 2024 |
| October 2025 | $340,916,830 | 89 | March 28, 2025 |
| October 2026 | $307,319,280 | 88 | September 9, 2026 |

Regulatory assets under management: $1,259,729,069 in the October 2021 data and $307,319,280 in the October 2026 data, down 76%.
Total employees: 33 in October 2021 and 88 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Added an office in New York, NY.
- Registered or notice-filed in NY.

### April 2026
- Employees performing advisory functions went from 89 to 88.
- Changed its office addresses in London.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Symphony Technology Group, LLC (CRD 160676): Form ADV filing data as of October 2026.