The SIVIA CAPITAL GROUP is a privately held investment adviser that advises $1.24Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. SIVIA CAPITAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 352.22% over the last 5-years.
The Group has been registered with the SEC for 12.48 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 495 MILLER AVENUE SUITE 206, MILL VALLEY, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 2 investment and 3 non-investment staff. The total number of Employees increased by 150% over the last 5-years.
Their $1.24Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $1.24Bn or 99.97% of Total Assets and Individuals own $237.51K or 0.02% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
SIVIA CAPITAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.