Symmetry Investments Us Llc
- Regulatory AUM
- $16.8B
- Discretionary
- $16.8B
- Clients
- 3
- Avg AUM / client
- $5.6B
- Accounts
- 3
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $16.8B | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Guo, Feng | Shareholder | Oct 2021 (5y) | 75% or more of Symmetry Holdings Gp Limited (indirect) | |
| Davig, Troy, Allen | Manager | Aug 2023 (3y) | Less than 5% | |
| Kim, Amy | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Symmetry Research Services Ltd | Member | Oct 2021 | A | 75% or more |
| Symmetry Us Holdings Ltd | Shareholder | Oct 2021 | B | ≈ 56.25% – 100% via Symmetry Research Services Ltd |
| Symmetry Holdings Lp | Shareholder | Oct 2021 | B | ≈ 42.19% – 100% via Symmetry Us Holdings Ltd |
| Symmetry Holdings Gp Limited | General Partner | Oct 2021 | B | GP / trustee / elected manager of Symmetry Holdings Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Symmetry Us Holdings Ltd: 75% – 100% of Symmetry Research Services Ltd × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Symmetry Holdings Lp: 75% – 100% of Symmetry Us Holdings Ltd × 75% – 100% of Symmetry Research Services Ltd × 75% – 100% direct ≈ 42.19% – 100% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.25 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
- • Other fees
- • PLEASE REFER TO SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗