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Symmetry Investments US

SEC-registered adviser since 2023New York, NYCRD 317755

3
Clients
9
Advisory staff

From Form ADV filed 31 March 2026 · data retrieved 15 October 2026SEC record

Symmetry Investments US is an investment adviser headquartered in New York, New York, and registered with the SEC since 2023. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include other arrangements. Symmetry Research Services LTD owns 75% or more of Symmetry Investments US.

Clients

Symmetry Investments US serves 3 clients. The average client has about $5.61 billion with the firm.

Regulatory assets by client type
  • Pooled investment vehicles3 clients100%
Show client breakdown
Pooled investment vehicles
Clients
3
Regulatory AUM
$16,834,907,718
Share
100.0%
Avg. per client
$5.61B

Total

Clients
3
Regulatory AUM
$16,834,907,718
Share
100%
Avg. per client
$5.61B

What it does

Symmetry Investments US provides portfolio management for pooled vehicles. It is paid through other arrangements.

Symmetry Investments US advises no private funds.

100.0% of assets ($16.83B across 3 accounts) are managed with discretion. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Symmetry Investments US has custody of client assets.

Managed account assets by custodian
  • All other custodians$16.83B100%

Ownership and leadership

Symmetry Research Services LTD owns 75% or more of Symmetry Investments US.

Who owns the firm
Symmetry Investments US LLC· the adviser
  • Symmetry Research Services LTD

    Control person · since October 2021

    Owns 75% or more of Symmetry Investments US LLC

Leadership

  • Amy Kim
    Chief Compliance Officer
  • Troy Davig
    Manager

Staff

  • 10 employees
  • 9 in advisory functions

Fees

Symmetry Investments US is paid through other.

Symmetry Investments US’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Symmetry Investments US has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

New York · 1 listed address

  • 510 Madison Avenue, 23rd Floor, New YorkHQ

Registration details

Legal name
Symmetry Investments US LLC
Headquarters
510 Madison Avenue, 23rd Floor, New York, NY 10022
SEC file
801-128668
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Symmetry Investments US have?

Symmetry Investments US has 3 clients and manages $16.8 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Symmetry Investments US offer?

Symmetry Investments US provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Symmetry Investments US have?

Symmetry Investments US has 0 investment adviser representatives registered with state securities authorities, out of 10 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Symmetry Investments US?

Symmetry Investments US is owned through a chain of holding companies by Feng Guo. Its direct owner is Symmetry Research Services LTD (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Symmetry Investments US get paid?

Symmetry Investments US is paid through other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 317755.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Symmetry Investments US LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.