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SYMBIOSIS CAPITAL PARTNERS, LLC

BENTONVILLE, AR · CRD 316599 · IAPD ↗ · 4793786655

$357.2MRegulatory AUM
6Advisory reps
12Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
September 2026 — SYMBIOSIS CAPITAL PARTNERS, LLC (BENTONVILLE, AR) left the SEC roster (was $357.2M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
51
April 2026 — SYMBIOSIS CAPITAL PARTNERS, LLC reported RAUM up 40% ($254.7M -> $357.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
September 2024 — SYMBIOSIS CAPITAL PARTNERS, LLC (BENTONVILLE, AR) is newly SEC-registered with $278.8M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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