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Finsym Partners, LLC

● SEC registered since 2021CRD 153712SEC# 801-122427
Export (members)
Reg. AUM
$158.9M
Employees
2
Accounts
85
Location
—

Finsym Partners, LLC assets under management

Finsym Partners, LLC is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $158.9 million in regulatory assets under management and employs 2 people.
www.finsymllc.comView on SEC.gov ↗

Finsym Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brent Hogan Davidson ControlChief Compliance Officer50-75%2016
Robert Paul Davidson ControlManaging Member/Owner50-75%2010

Frequently asked questions

How much does Finsym Partners, LLC manage?

Finsym Partners, LLC reports $158.9 million in regulatory assets under management on its Form ADV.

How many employees does Finsym Partners, LLC have?

Finsym Partners, LLC reports 2 employees.

Does Finsym Partners, LLC disclose fund performance?

Finsym Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone206-276-1774
Office hours8:30a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$154.3M
Non-discretionary$4.6M
Total (RAUM)$158.9M