RIA Intel›Advisers›Connecticut›SYMMETRY PARTNERS, LLC.

SYMMETRY PARTNERS, LLC.

Advisory

N·GLASTONBURY, CT

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM

$4.7B

1-Year AUM Growth

-2.7%

3-Year CAGR

-1.8%

Employees

5

Assets Under Management

Total AUM$4.7B

Discretionary AUM$4.7B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10,451

Team

Total Employees5

Investment Advisers52

Employee Growth (1Y)-16.7%

Filing History

Total Filings on Record78

First FilingJul 22, 2002

Latest FilingFeb 27, 2026

🔒 Full AUM trend chart and 78 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SYMMETRY PARTNERS, LLC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.