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SIVIA CAPITAL PARTNERS, LLC

MILL VALLEY, CA · CRD 170413 · IAPD ↗ · siviacapital.com · (415) 231-7490

$1.24BRegulatory AUM
2Advisory reps
5Employees
0Clients
51-100Planning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — SIVIA CAPITAL PARTNERS, LLC now reports 1 private fund(s) ($192,866 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
April 2026 — SIVIA CAPITAL PARTNERS, LLC crossed $1B in regulatory AUM ($640.8M -> $1.24B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2025 — SIVIA CAPITAL PARTNERS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — SIVIA CAPITAL PARTNERS, LLC crossed $500M in regulatory AUM ($366.1M -> $512.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.