SYMMETRY PARTNERS, LLC.

CRD

120982

SEC file #

801-61342

EIN

061482171

DBA names

Symmetry Partners

Economics

AUM

$4.73B

AUM band

$1B+

AUM trajectory

'20 · $5.26B

'21 · $5.63B

'22 · $5.74B

'23 · $6.04B

'25 · $5.72B

'26 · $4.73B

'20'26

$5.26B → $4.73B▼ -10%

sec adv history

Client mix

Individuals Other	7,801
Individuals High Net Worth	675
Pension Profit Sharing Plans	319
Corporations	76
Charitable Organizations	37

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 8 advisors

'21 · 8 advisors

'22 · 7 advisors

'23 · 7 advisors

'25 · 3 advisors

'26 · 5 advisors

'20'26

8 advisors → 5 advisors▼ -37%

sec adv history

Primary office

GLASTONBURY CT

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMOther Compensation

Filings

Latest ADV filing

02/27/2026

ADV-W filed at

—

Website

symmetrypartners.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ARTEMYS LLC

Top Owner Pct

87.5

Owner Count

Control Persons

ARTEMYS LLC

Codeanne, Christopher

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SYMMETRYPARTNERS.COM

Rdap Domain Creation Date

2002-12-18T22:52:10Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

348,029

Form 5500 Compensation Trajectory 3y

2025

348,029

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

348,029

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001697493

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2017-02-13

Edgar Last Filing Date

2026-04-27

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-27

Accession0001697493-26-000003

Edgar Former Names

Symmetry Partner, LLC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4
Axos Advisor Services	2

adv brochure

Edgar Addresses

Mailing

151 NATIONAL DRIVEGLASTONBURY, CT 06033

Business

151 NATIONAL DRIVEGLASTONBURY, CT 06033

Edgar EIN

061482171

Edgar Recent Filings

13F-HR2026-04-27 · 0001697493-26-000003

13F-HR2026-01-27 · 0001697493-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2029-12-18T22:52:10Z

Rdap Domain Last Changed

2026-04-02T14:25:14Z

Rdap Nameservers

Ns09.domaincontrol.comNs10.domaincontrol.com

Rdap Secure Dns Enabled

Yes

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate