Symphony Financial Partners (Singapore) Pte. Ltd.
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 6
- Avg AUM / client
- $214M
- Accounts
- 9
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $928M | 72.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $194M | 15.1% |
| Corporations and other businesses | Fewer than 5 clients | $66.8M | 5.21% |
| Other | Fewer than 5 clients | $93.8M | 7.31% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $740M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| The Sfp Value Realization Master Fund Ltd. master | Hedge Fund | Cayman Islands | $740M | 42 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Baran, David, Seth | Director | Jan 2001 (26y) | 50% – 75% of Sfp Value Realization Co., Ltd. (indirect) | |
| Shibata, Kazuhiko, Nmn | Director | Jan 2001 (26y) | 50% – 75% of Sfp Value Realization Co., Ltd. (indirect) | |
| Chan, Brigitte, Kim Ngan | Chief Operating Officer, Chief Compliance Officer, Director | Feb 2013 (14y) | Less than 5% | |
| Mcentyre, Gregory, Joseph | Chief Executive Officer, Director | Feb 2013 (14y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sfp Value Realization Co., Ltd | Shareholder | Mar 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $740M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| The Sfp Value Realization Master Fund Ltd. | Hedge Fund | $740M | $1.0M | 42 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $194M (15% of AUM) Mar 2026
- BNY Mellon $93.8M (7% of AUM) Mar 2026
- Royal Bank Of Canada $66.8M (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗