SYMMETRY PARTNERS, LLC.
Legal name: SYMMETRY PARTNERS
CRD #120982 SEC #801-61342 GLASTONBURY, CT 860-734-2000
SEC Registered
Total AUM
$5.7B
Discretionary
$5.7B
Employees
53
Clients
11
Accounts
13,224
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $5.7B | $5.7B | $0 | 53 | 0 |
| Jun 2025 | $5.7B | $5.7B | $0 | 53 | 0 |
| Mar 2025 | $5.7B | $5.7B | $0 | 53 | 0 |
| Aug 2024 | $5.9B | $5.9B | $0 | 66 | 0 |
| Jul 2024 | $5.9B | $5.9B | $0 | 66 | 0 |
| Mar 2024 | $5.9B | $5.9B | $0 | 66 | 0 |
| Nov 2023 | $6.5B | $6.5B | $0 | 68 | 0 |
| Nov 2023 | $6.5B | $6.5B | $0 | 68 | 0 |
| Jun 2023 | $6.5B | $6.5B | $0 | 68 | 0 |
| Mar 2023 | $6.5B | $6.5B | $0 | 68 | 0 |
| Oct 2022 | $6B | $6B | $0 | 62 | 0 |
| Aug 2022 | $6B | $6B | $0 | 62 | 0 |
| Jul 2022 | $6B | $6B | $0 | 62 | 0 |
| Mar 2022 | $6B | $6B | $0 | 62 | 0 |
| Oct 2021 | $5.7B | $5.7B | $0 | 80 | 0 |
| Aug 2021 | $5.7B | $5.7B | $0 | 80 | 0 |
| Mar 2021 | $5.7B | $5.7B | $0 | 80 | 0 |
| Sep 2020 | $5.6B | $5.6B | $0 | 107 | 0 |
| Jun 2020 | $5.6B | $5.6B | $0 | 107 | 0 |
| Mar 2020 | $5.6B | $5.6B | $0 | 107 | 0 |
| Jan 2020 | $5.3B | $5.3B | $0 | 101 | 0 |
| Mar 2019 | $5.3B | $5.3B | $0 | 101 | 0 |
| Nov 2018 | $4.4B | $4.4B | $0 | 109 | 0 |
| Jul 2018 | $4.4B | $4.4B | $0 | 108 | 0 |
| Mar 2018 | $4.4B | $4.4B | $0 | 108 | 0 |
| Jul 2017 | $3.9B | $3.9B | $0 | 102 | 18,100 |
| May 2017 | $3.9B | $3.9B | $0 | 106 | 18,100 |
| Mar 2017 | $3.6B | $3.6B | $0 | 106 | 18,100 |
| Sep 2016 | $3.9B | $3.9B | $0 | 100 | 18,500 |
| Jul 2016 | $3.8B | $3.8B | $0 | 93 | 19,200 |
| Jun 2016 | $3.8B | $3.8B | $0 | 93 | 19,200 |
| Mar 2016 | $3.8B | $3.8B | $0 | 93 | 19,200 |
| Dec 2015 | $3.9B | $3.9B | $0 | 89 | 19,100 |
| Aug 2015 | $3.9B | $3.9B | $0 | 89 | 19,100 |
| Feb 2015 | $4B | $4B | $0 | 86 | 19,100 |
| May 2014 | $3.8B | $3.8B | $0 | 78 | 19,700 |
| Mar 2014 | $3.8B | $3.8B | $0 | 78 | 19,700 |
| Mar 2014 | $3.8B | $3.8B | $0 | 78 | 19,700 |
| Feb 2014 | $3.8B | $3.8B | $0 | 78 | 19,700 |
| Dec 2013 | $3.7B | $3.7B | $0 | 79 | 19,300 |
| Mar 2013 | $3.3B | $3.3B | $0 | 77 | 23,500 |
| Nov 2012 | $3.2B | $3.2B | $0 | 70 | 23,000 |
| Jun 2012 | $3.2B | $3.2B | $0 | 51 | 22,000 |
| Mar 2012 | $3B | $3B | $0 | 51 | 21,000 |
| Jul 2011 | $3.5B | $3.5B | $0 | 51 | -- |
| Jun 2011 | $3.3B | $3.3B | $0 | 51 | -- |
| Mar 2011 | $3.3B | $3.3B | $0 | 51 | -- |
| Jul 2010 | $2.7B | $2.7B | $0 | 51 | -- |
| Jan 2010 | $2.8B | $2.8B | $0 | 51 | -- |
| Mar 2009 | $2.1B | $2.1B | $0 | 51 | -- |
| Mar 2008 | $3.3B | $3.3B | $0 | 51 | -- |
| Oct 2007 | $3B | $3B | $0 | 51 | -- |
| Mar 2007 | $2.6B | $2.6B | $0 | -- | -- |
| Dec 2006 | $1.5B | $1.5B | $0 | -- | -- |
| Mar 2006 | $1.5B | $1.5B | $0 | -- | -- |
| May 2005 | $710.7M | $704.6M | $6.2M | -- | -- |
| Jan 2005 | $405.6M | $405.6M | $0 | 10 | -- |
| Sep 2004 | $405.6M | $405.6M | $0 | 10 | -- |
| Aug 2004 | $405.6M | $405.6M | $0 | 10 | -- |
| Aug 2004 | $405.6M | $405.6M | $0 | 10 | -- |
| Jul 2004 | $289M | $289M | $0 | 10 | -- |
| May 2004 | $289M | $289M | $0 | 10 | -- |
| Nov 2003 | $28M | $28M | $0 | 5 | -- |
DateSep 2025
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees53
Clients0
DateJun 2025
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees53
Clients0
DateMar 2025
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees53
Clients0
DateAug 2024
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees66
Clients0
DateJul 2024
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees66
Clients0
DateMar 2024
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees66
Clients0
DateNov 2023
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees68
Clients0
DateNov 2023
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees68
Clients0
DateJun 2023
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees68
Clients0
DateMar 2023
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees68
Clients0
DateOct 2022
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees62
Clients0
DateAug 2022
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees62
Clients0
DateJul 2022
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees62
Clients0
DateMar 2022
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees62
Clients0
DateOct 2021
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees80
Clients0
DateAug 2021
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees80
Clients0
DateMar 2021
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees80
Clients0
DateSep 2020
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees107
Clients0
DateJun 2020
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees107
Clients0
DateMar 2020
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees107
Clients0
DateJan 2020
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees101
Clients0
DateMar 2019
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees101
Clients0
DateNov 2018
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees109
Clients0
DateJul 2018
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees108
Clients0
DateMar 2018
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees108
Clients0
DateJul 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees102
Clients18,100
DateMay 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees106
Clients18,100
DateMar 2017
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees106
Clients18,100
DateSep 2016
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees100
Clients18,500
DateJul 2016
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees93
Clients19,200
DateJun 2016
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees93
Clients19,200
DateMar 2016
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees93
Clients19,200
DateDec 2015
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees89
Clients19,100
DateAug 2015
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees89
Clients19,100
DateFeb 2015
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees86
Clients19,100
DateMay 2014
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees78
Clients19,700
DateMar 2014
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees78
Clients19,700
DateMar 2014
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees78
Clients19,700
DateFeb 2014
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees78
Clients19,700
DateDec 2013
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees79
Clients19,300
DateMar 2013
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees77
Clients23,500
DateNov 2012
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees70
Clients23,000
DateJun 2012
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees51
Clients22,000
DateMar 2012
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees51
Clients21,000
DateJul 2011
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees51
Clients--
DateJun 2011
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees51
Clients--
DateJul 2010
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees51
Clients--
DateJan 2010
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees51
Clients--
DateOct 2007
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$710.7M
Discretionary$704.6M
Non-Disc.$6.2M
Employees--
Clients--
DateJan 2005
Total AUM$405.6M
Discretionary$405.6M
Non-Disc.$0
Employees10
Clients--
DateSep 2004
Total AUM$405.6M
Discretionary$405.6M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$405.6M
Discretionary$405.6M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$405.6M
Discretionary$405.6M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees10
Clients--
DateMay 2004
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees10
Clients--
DateNov 2003
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--