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SYMBIOTIC CAPITAL

LOS ANGELES, CA · CRD 325844 · IAPD ↗ · symbioticcapital.com · 424-313-1550

$1.13BRegulatory AUM
6Advisory reps
9Employees
0Clients
0Planning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — SYMBIOTIC CAPITAL crossed $1B in regulatory AUM ($839.4M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — SYMBIOTIC CAPITAL crossed $500M in regulatory AUM ($252.5M -> $839.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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