RIA Intelligence

SYMPHONY TECHNOLOGY GROUP, LLC

CRD #160676 SEC #801-73246 MENLO PARK, CA 650-935-9500
SEC Registered Private Funds
Total AUM
$340.9M
Discretionary
$340.9M
Employees
89
Clients
--
Accounts
7

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BALA, MARCIMANAGING DIRECTORNA Control
BALA, MARCIMANAGING DIRECTORNA Control
BALA, MARCIMANAGING DIRECTORNA Control
BALA, MARCIMANAGING DIRECTORNA Control
BALA, MARCIMANAGING DIRECTORNA Control
BALA, MARCIMANAGING DIRECTORNA Control
BALA, MARCIMANAGING DIRECTORNA Control
BALA, MARCIMANAGING DIRECTORNA Control
BALA, MARCIMANAGING DIRECTORNA Control
BALA, MARCIMANAGING DIRECTORNA Control
BALA, MARC, AMIELIMANAGING DIRECTORNA Control
BALA, MARC, AMIELIMANAGING DIRECTORNA Control
BALA, MARC, AMIELIMANAGING DIRECTORNA Control
BALA, MARC, AMIELIMANAGING DIRECTORNA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000NA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000NA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000NA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000NA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000NA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000NA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000NA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000NA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000NA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000NA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000NA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000NA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000NA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000NA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR, CIO AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR, CIO AND ELECTED MANAGERNA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTOR, CIO AND ELECTED MANAGERNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTORNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTORNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTORNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTORNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTORNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTORNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTORNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTORNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTORNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTORNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTORNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTORNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTORNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTORNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTORNA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTOR, COONA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTOR, COONA Control
HAINES, DOUGLAS, MARSHALLIMANAGING DIRECTOR, COONA Control
HENKENMEIER, STEPHEN, E.ICFO, CCONA Control
HENKENMEIER, STEPHEN, E.ICFO, CCONA Control
HENKENMEIER, STEPHEN, E.ICFO, CCONA Control
HENKENMEIER, STEPHEN, E.ICFO, CCONA Control
HENKENMEIER, STEPHEN, E.ICFO, CCONA Control
HENKENMEIER, STEPHEN, E.ICFO, CCONA Control
HENKENMEIER, STEPHEN, E.ICFO, CCONA Control
HENKENMEIER, STEPHEN, E.ICFO, CCONA Control
HENKENMEIER, STEPHEN, E.ICFO, CCONA Control
HENKENMEIER, STEPHEN, E.ICFO, CCONA Control
HENKENMEIER, STEPHEN, E.ICFO, CCONA Control
HENKENMEIER, STEPHEN, E.IMANAGING DIRECTOR, CFO, CCONA Control
HENKENMEIER, STEPHEN, EDWARDIMANAGING DIRECTOR, CFO, CCONA Control
HENKENMEIER, STEPHEN, EDWARDIMANAGING DIRECTOR, CFO, CCONA Control
HENKENMEIER, STEPHEN, EDWARDIMANAGING DIRECTOR, CFO, CCONA Control
HENKENMEIER, STEPHEN, EDWARDIMANAGING DIRECTOR, CFO, CCONA Control
MACMILLIN, BRADLEY, PAULICFO, CCONA Control
MACMILLIN, BRADLEY, PAULICFO, CCONA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
TREADWELL, JOHNIE, TRISTANIMANAGING DIRECTORNA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997NA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997NA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997NA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997NA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997NA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997NA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997NA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997NA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997NA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997NA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997NA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997NA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997NA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997NA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
WADHWANI, ROMESH, TEKCHANDICEO, CHAIRMAN AND ELECTED MANAGERNA Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997DEMEMBERE Control
WADHWANI, ROMESH, TEKCHANDICEO AND CHAIRMANE Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997E Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997E Control
WADHWANI, ROMESH, TEKCHANDITRUSTEE OF ROMESH AND KATHLEEN WADHWANI TRUST U/A/D JULY 11, 1997E Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000DEMEMBERA Control
CHISHOLM, WILLIAM, FRANCISIMANAGING DIRECTORA Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000A Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000A Control
CHISHOLM, WILLIAM, FRANCISITRUSTEE OF CHISHOLM LIVING TRUST U/A/D AUGUST 17, 2000A Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (1)

CA

Address

1300 EL CAMINO REAL, SUITE 300
MENLO PARK, CA 94025-4211
United States
Phone: 650-935-9500