In Symphony Private Capital, LLC (Phoenix)

In Symphony Private Capital, LLC is a related adviser based in Phoenix. It manages $10 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona and California.

In Symphony Private Capital provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

In Symphony Private Capital: assets under management

The assets under management (AUM) of In Symphony Private Capital, LLC is $10 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $10 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay In Symphony Private Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at In Symphony Private Capital, LLC

Blair Jay Portigal has been acting as President since 1 Dec 2002. Jason Mark Moskowitz joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Blair Jay Portigal	President	1 Dec 2002	75% - 100%	4695878
Jason Mark Moskowitz	Ceo	1 Dec 2002	75% - 100%	4696217
Michael Edwin Napoliello	Chairman	1 Dec 2002	25% - 50%	4696223
Bentley Capital Llc	Manager	1 Dec 2002	75% - 100%	86-1023685
Llc V2 Ventures Holdings	Member	1 Dec 2002	75% - 100%	33-0982902

Based in Phoenix

The principal office where In Symphony Private Capital, LLC performs its advisory services is located at 2525 East Camelback Road, Phoenix, AZ 85016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.