SYMPHONY TECHNOLOGY GROUP, LLC
Latest filing: Mar 28, 2025 (90 days ago)
AUM
$340,916,830
-20% change vs. 1 year ago
-26% change vs. 3 years ago
-81% change vs. 5 years ago
-86% change vs. 10 years ago
Employee Count
89
25% change vs. 1 year ago
93% change vs. 3 years ago
197% change vs. 5 years ago
218% change vs. 10 years ago
Main Office
MENLO PARK, CA
1300 EL CAMINO REAL, SUITE 300, MENLO PARK, CA, UNITED STATES, 94025-4211
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.3 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| STG PARTNERS, LLC | $12.0 | 291048 | |
| STG IV GP, L.P. | $0.0 | - | |
| STG ST GP, L.P. | $0.0 | - | |
| STG IV GP (CAYMAN), L.P. | $0.0 | - | |
| STG III GP, L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| WADHWANI, ROMESH, TEKCHAND | CEO, CHAIRMAN AND ELECTED MANAGER, TRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997 |
| CHISHOLM, WILLIAM, FRANCIS | MANAGING DIRECTOR, CIO AND ELECTED MANAGER, TRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000 |
| TREADWELL, JOHNIE, TRISTAN | MANAGING DIRECTOR |
| HAINES, DOUGLAS, MARSHALL | MANAGING DIRECTOR, COO |
| HENKENMEIER, STEPHEN, EDWARD | MANAGING DIRECTOR, CFO, CCO |
| BALA, MARC, AMIEL | MANAGING DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.3 | $0.0 | 0% | 89 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 89 | 0 | 0% |
| 2024-04-02 | $0.4 | -$0.1 | -20% | 71 | 18 | 25% |
| 2023-04-04 | $0.4 | -$0.1 | -21% | 57 | 32 | 56% |
| 2022-04-01 | $0.5 | -$0.1 | -26% | 46 | 43 | 93% |
| 2021-04-05 | $1.3 | -$0.9 | -73% | 33 | 56 | 170% |
| 2020-04-01 | $1.8 | -$1.4 | -81% | 30 | 59 | 197% |
| 2019-04-01 | $1.4 | -$1.0 | -75% | 28 | 61 | 218% |
| 2018-04-02 | $1.3 | -$0.9 | -73% | 24 | 65 | 271% |
| 2017-04-01 | $2.2 | -$1.9 | -85% | 24 | 65 | 271% |
| 2016-04-01 | $2.0 | -$1.7 | -83% | 27 | 62 | 230% |
| 2015-04-01 | $2.5 | -$2.1 | -86% | 28 | 61 | 218% |
| 2014-04-01 | $2.2 | -$1.9 | -85% | 27 | 62 | 230% |
| 2013-04-01 | $1.9 | -$1.6 | -82% | 29 | 60 | 207% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-03/28/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV