Symphony Technology Group, Llc
- Regulatory AUM
- $307M
- Discretionary
- $307M
- Clients
- 7
- Avg AUM / client
- $43.9M
- Accounts
- 7
- Employees
- 88
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) | 7 | $307M | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $429M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stg Iv, L.P. | Private Equity Fund | Delaware | $171M | 25 |
| Stg Iv A, L.P. | Private Equity Fund | Delaware | $113M | 12 |
| Stg Iii, L.P. | Private Equity Fund | Delaware | $70.5M | 25 |
| Stg St, L.P. | Private Equity Fund | Delaware | $33.4M | 14 |
| Stg Iv (Cayman), L.P. | Private Equity Fund | Cayman Islands | $18.2M | 25 |
| Stg Iv A (Cayman), L.P. | Private Equity Fund | Cayman Islands | $13.2M | 12 |
| Stg Iii A, L.P. | Private Equity Fund | Delaware | $9.4M | 3 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chisholm, William, Francis | Managing Director, Cio And Elected Manager | Aug 2001 (25y) | Less than 5% | |
| Wadhwani, Romesh, Tekchand | Ceo, Chairman And Elected Manager | Aug 2001 (25y) | Less than 5% | |
| Treadwell, Johnie, Tristan | Managing Director | Jul 2010 (16y) | Less than 5% | |
| Haines, Douglas, Marshall | Managing Director, Coo | Jan 2011 (16y) | Less than 5% | |
| Henkenmeier, Stephen, Edward | Managing Director, Cfo, Cco | Jan 2013 (14y) | Less than 5% | |
| Bala, Marc, Amiel | Managing Director | Jul 2013 (13y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Romesh And Kathleen Wadhwani Trust U/A/D July 11, 1997 | Member | Jul 2002 | A | 75% or more |
| Chisholm Living Trust U/A/D August 17, 2000 | Member | Jul 2002 | A | 5% – 10% |
Undisclosed: 0% – 20% 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 (7, $429M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Stg Iv, L.P. | Private Equity Fund | $171M | $30.0M | 25 |
| Stg Iv A, L.P. | Private Equity Fund | $113M | $30.0M | 12 |
| Stg Iii, L.P. | Private Equity Fund | $70.5M | $3.0M | 25 |
| Stg St, L.P. | Private Equity Fund | $33.4M | $100K | 14 |
| Stg Iv (Cayman), L.P. | Private Equity Fund | $18.2M | $3.0M | 25 |
| Stg Iv A (Cayman), L.P. | Private Equity Fund | $13.2M | $3.0M | 12 |
| Stg Iii A, L.P. | Private Equity Fund | $9.4M | $2.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.45 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
- • Other services
Custody
Firm reports having 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) ↗