FINSYM PARTNERS, LLC
Adviser information for FINSYM PARTNERS, LLC last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 81 | $131.3M |
| Non-Discretionary | 2 | $4.9M |
| Total | 83 | $136.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 39 | $6.6M |
| HNW Individuals | 44 | $129.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-122427 |
|---|---|
| SEC ERA File Number | 801-122427 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 153712 |
| Legal Entity Identifier | None |
Principal Office
2310 42ND AVE ESEATTLE
WA
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 206-510-9234, Fax: None
Websites
Chief Compliance Officer
BRENT H. DAVIDSON
MANAGING MEMBER
1824 FEDERAL AVE EAST
SEATTLE
WA
United States
Tel:
206-510-9234
B****@************M
(Full email address available in API data)
Regulatory Contact
ROBERT P. DAVIDSON
MANAGING MEMBER
2310 42ND AVE E.
SEATTLE
WA
United States
Tel:
206 276 1774
B**@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DAVIDSON, ROBERT, PAUL | Individual | – | MANAGING MEMBER/OWNER | 04/2010 | 50-75% |
| Davidson, Brent, Hogan | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2016 | 50-75% |