Private fund adviser · Singapore, Singapore
Symphony Financial Partners (singapore) PTE. LTD.
SEC-registered investment adviser · CRD 170667 · SEC 801-103475
At a glance
Symphony Financial Partners (singapore) PTE. LTD. is an SEC-registered investment adviser based in Singapore, Singapore, with $1.3 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,071st of 4,686 private fund advisers and 4,678th of 17,210 SEC-registered advisers by assets.
Main office 656-536-3920symphony-fp.com.sgLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.3B
- Rank among private fund advisers
- #2,071 of 4,686
- Rank among all SEC RIAs
- #4,678 of 17,210
- Clients
- 6
- Accounts
- 9
- Discretionary
- 100% of AUM
- Employees
- 17
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Brigitte K. ChanChief Operating Officer, Chief Compliance Officer, Director
- David S. BaranDirector
- Kazuhiko N. ShibataDirector
- Gregory J. McEntyreChief Executive Officer, Director
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 6 | $928M | 72% |
| Pension and profit sharing plans | – | $194M | 15% |
| Other | – | $94M | 7% |
| Corporations or other businesses | – | $67M | 5% |
Private funds
Symphony Financial Partners (singapore) PTE. LTD. reports 1 private funds with $848M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Symphony Financial Partners (singapore) PTE. LTD. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗symphony-fp.com.sg ↗
AtlasMembers
The full record on Symphony Financial Partners (singapore) PTE. LTD.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,068 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Symphony Financial Partners (singapore) PTE. LTD. manage?
Symphony Financial Partners (singapore) PTE. LTD. reports $1.3 billion in regulatory assets under management across 9 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Symphony Financial Partners (singapore) PTE. LTD.?
Symphony Financial Partners (singapore) PTE. LTD. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Symphony Financial Partners (singapore) PTE. LTD.’s clients?
By assets, its largest client types are pooled investment vehicles ($928 million, 6 clients); pension and profit sharing plans ($194 million); other ($94 million).
Does Symphony Financial Partners (singapore) PTE. LTD. manage private funds?
Yes. It reports 1 private funds with $848 million in gross assets, including hedge funds.
Does Symphony Financial Partners (singapore) PTE. LTD. have any disciplinary history?
Symphony Financial Partners (singapore) PTE. LTD. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Symphony Financial Partners (singapore) PTE. LTD.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →