Sivia Capital Partners, LLC

Sivia Capital Partners provides personalized wealth management primarily for high‑net‑worth individuals and families, offering a bundled service that combines asset management, financial planning, and family office services. The firm’s services cover a broad set of holdings and recommendations—including equities, fixed income, ETFs, private funds and securities, real estate, and digital assets—and it will perform due diligence on client‑initiated investments.

The firm generally manages client assets on a discretionary basis after a detailed review of clients’ entities, assets, liabilities and liquidity plans, and may engage third‑party portfolio managers for portions of client portfolios. When appropriate to a client’s needs and risk tolerance, Sivia may employ margin/borrowing, derivatives, structured products and other advanced strategies, and it follows valuation policies for illiquid and non‑custodied assets.

Noteworthy among peers, Sivia manages over $1.2 billion in client assets while serving a relatively small, wealthy client base with a typical account minimum of $10 million, reflecting high assets under management per client/advisor. The firm also discloses an explicit willingness to use borrowing in client accounts and to hold and value complex holdings—such as private company investments and cryptocurrencies—while coordinating comprehensive family office matters with outside counsel, tax advisors and private bankers.