Symphony Technology Group, LLC
Symphony Technology Group, LLC is an SEC-registered asset manager in Menlo Park, CA with $307.3M assets under management (AUM, regulatory AUM), -10% over one year. See who owns Symphony Technology Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160676, SEC 801-73246, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $307.3M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Menlo Park, CA
- Employees
- 88
- Clients
- 7
- CRD
- 160676
- Ownership
- WADHWANI, ROMESH, TEKCHAND; CHISHOLM, WILLIAM, FRANCIS; TREADWELL, JOHNIE, TRISTAN; CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000; MACMILLIN, BRADLEY, PAUL
How much AUM does Symphony Technology Group, LLC have?
Symphony Technology Group, LLC reported $307.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Symphony Technology Group, LLC?
Disclosed owners and executives of Symphony Technology Group, LLC include WADHWANI, ROMESH, TEKCHAND, CHISHOLM, WILLIAM, FRANCIS, TREADWELL, JOHNIE, TRISTAN, CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000, MACMILLIN, BRADLEY, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.