Symplectic Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,520,000
Total clients
19
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$237,895
About
Symplectic Capital LLC provides discretionary investment management to individuals and entities, implementing strategies that invest exclusively in publicly traded equity securities and exchange-traded funds. The firm offers multiple investment programs and accepts clients subject to its suitability and qualified‑client standards.
The firm’s investment process is driven by proprietary mathematical and statistical models that incorporate extensive securities‑price and economic data, with explicit consideration of diversification, volatility, downside risk, turnover, and transaction costs. Strategies are implemented as model outputs without tailoring to individual client circumstances, and the firm warns that its approach may produce relatively high portfolio turnover and attendant tax and transaction effects.
Notably for a manager in this category, the brochure indicates Symplectic accepts high‑net‑worth individuals and may charge performance‑based fees to qualifying clients, features that are less common among firms focused on pooled or institutional assets. The firm also limits its services to its data‑driven equity/ETF strategies (excluding broader planning services) and does not vote client proxies, leaving proxy decisions and related communications to clients and their custodians.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
15% Performance Fee on cumulative gains using a high-water-mark methodology, charged annually to qualified clients.
Account minimum: $1,100,000 for qualified clients eligible for Performance Fee; no explicit minimum stated for management-fee-only clients
Main office location
Symplectic Capital LLC
Camas WA, United States
Number of offices
1
Most active in
Symplectic Capital LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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