{"url":"https://nivawealth.com/firms/symmetry-investments-us-317755","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/317755","regulatoryAum":16834907718,"crd":"317755","secFileNumber":"801-128668","legalName":"Symmetry Investments US LLC","displayName":"Symmetry Investments US","website":"https://www.symmetryinvestments.com/","linkedinUrl":"https://www.linkedin.com/company/symmetry-investments-uk-llp/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"510 Madison Avenue, 23rd Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10022"},"tradeNames":[],"registration":{"secApproved":"1 September 2023","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":10,"advisory":9,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":16834907718,"discretionaryAccounts":3,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":16834907718}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Symmetry Investments US has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Amy Kim","title":"Chief Compliance Officer","crd":"7786782"},{"name":"Troy Davig","title":"Manager","crd":"5834184"}],"ownership":[{"label":"Symmetry Research Services LTD","detail":"Member in the 75% or more ownership band and a control person, since October 2021."},{"label":"Symmetry US Holdings LTD","detail":"Indirect owner: a shareholder of Symmetry Research Services LTD in the 75% or more band and a control person, since October 2021.","parent":"Symmetry Research Services LTD"},{"label":"Symmetry Holdings LP","detail":"Indirect owner: a shareholder of Symmetry US Holdings LTD in the 75% or more band and a control person, since October 2021.","parent":"Symmetry US Holdings LTD"},{"label":"Symmetry Holdings GP Limited","detail":"Indirect owner: general partner of Symmetry Holdings LP and a control person, since October 2021.","parent":"Symmetry Holdings LP"},{"label":"Feng Guo","detail":"Indirect owner: a shareholder of Symmetry Holdings GP Limited in the 75% or more band and a control person, since October 2021. Also a limited partner of Symmetry Holdings LP in the 75% or more band and a control person, since October 2021.","parent":"Symmetry Holdings GP Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"510 Madison Avenue, 23rd Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-381-4000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/317755/PDF/317755.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Symmetry Investments US have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Symmetry Investments US offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Symmetry Investments US have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Symmetry Investments US?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Symmetry Investments US get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}