Finsym Partners, LLC
● SEC registered since 2021CRD 153712SEC# 801-122427
Reg. AUM
$188M
Employees
3
Accounts
90
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 $188 million in regulatory assets under management and employs 3 people.
Finsym Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Hogan Davidson Control | Chief Compliance Officer | 25-50% | 2016 |
| Robert Paul Davidson Control | Managing Member/Owner | 25-50% | 2010 |
Frequently asked questions
How much does Finsym Partners, LLC manage?
Finsym Partners, LLC reports $188 million in regulatory assets under management on its Form ADV.
How many employees does Finsym Partners, LLC have?
Finsym Partners, LLC reports 3 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
| Phone | 206-276-1774 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$188M▲ 18%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$188Mregulatory AUM
Discretionary $182.7MNon-discretionary $5.3M