Symmetry Partners

Registered investment adviser · Glastonbury, CT · CRD #120982

Form ADV data as of 2026-09-01

Regulatory assets

$4.73 billion

Total accounts

11,419

Employees

Disclosure events

Firm details

Website: http://symmetrypartners.com
Telephone: 860-734-2000
SEC file number: 801-61342
Most recent Form ADV filing: 2026-02-27
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$4.73 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$4.73 billion
Discretionary accounts	11,419
Non-discretionary accounts	0
Total accounts	11,419
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	52
Employees performing investment advisory functions (including research)	5
Employees who are registered representatives of a broker-dealer	7
Employees registered as investment adviser representatives with a state	17
Employees registered as IARs for another investment adviser	2
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	123

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$256.8 million
Clients for whom a related person has custody	878
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	3

How the firm is compensated

A percentage of assets under managementOther

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Other

Affiliated related persons

Other investment adviser (including financial planners)

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	7,801	$1.38 billion
High net worth individuals	675	$1.09 billion
Investment companies	1	$1.70 billion
Pension and profit sharing plans (not the participants or government plans)	319	$477.7 million
Charitable organizations	37	$17.3 million
Corporations or other businesses not listed above	76	$61.3 million