Symbiosis Capital Partners, Llc
- Regulatory AUM
- $357M
- Discretionary
- $357M
- Clients
- 2
- Avg AUM / client
- $179M
- Accounts
- 2
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $357M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $279M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Symbiosis Ii, Llc | Venture Capital Fund | Delaware | $207M | 3 |
| Symbiosis, Llc | Venture Capital Fund | Delaware | $71.8M | 4 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ugwumba, Chidozie, Kermichael | Managing Partner | Aug 2021 (5y) | Less than 5% | |
| Brown, Isaiah, Scott | Chief Compliance Officer | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 801 Investments, Llc | Investor Member | Aug 2021 | A | 75% or more |
| Slw Portfolio, Llc | Investor Member | Aug 2021 | A | 10% – 25% |
| Walton, Thomas L | Manager, Beneficiary | Aug 2021 | B | ≈ 56.25% – 100% via 801 Investments, Llc |
| Walton, Steuart L | Manager, Beneficiary | Aug 2021 | B | ≈ 7.5% – 25% via Slw Portfolio, Llc |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Walton, Thomas L: 75% – 100% of 801 Investments, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Walton, Steuart L: 75% – 100% of Slw Portfolio, Llc × 10% – 25% direct ≈ 7.5% – 25% 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.
Private funds (2, $279M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Symbiosis Ii, Llc | Venture Capital Fund | $207M | $0 | 3 |
| Symbiosis, Llc | Venture Capital Fund | $71.8M | $0 | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.3 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
- • Performance-based fees
- • Other fees
- • PRO RATA EXPENSE REIMBURSEMENT
Services
- • Portfolio management for pooled investment vehicles
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 17, 2026.
View current Form ADV (SEC/IAPD) ↗