Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Symbiotic Capital
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
BELLCO REALTY WORLDWIDE LLCDirect owner · Schedule AInterest in SYMBIOTIC CAPITAL
25% to < 50%
SEAVIEW TRUSTDirect owner · Schedule AInterest in SYMBIOTIC CAPITAL
25% to < 50%
HIMANI BHALLADirect owner · Schedule AInterest in SYMBIOTIC CAPITAL
5% to < 10%
JOSHUA LENNON BRADLEYDirect owner · Schedule AInterest in SYMBIOTIC CAPITAL
5% to < 10%
JOSHUA KAZAM 2018 FAMILY TRUSTDirect owner · Schedule AInterest in SYMBIOTIC CAPITAL
5% to < 10%
LENNOX TRUSTDirect owner · Schedule AInterest in SYMBIOTIC CAPITAL
5% to < 10%
RUSSEL DAVID GOLDSMITHDirect owner · Schedule AInterest in SYMBIOTIC CAPITAL
5% to < 10%
BELLCO CAPITAL, LLCIndirect owner · Schedule BInterest in BELLCO LEGACY TRUST
75%+
BELLDEGRUN FAMILY TRUSTIndirect owner · Schedule BInterest in BELLCO CAPITAL, LLC
75%+
JHTC HOLDINGS LLCIndirect owner · Schedule BInterest in JACKSON HOLE TRUST
75%+
AARON H SONESIndirect owner · Schedule BInterest in JHTC HOLDINGS LLC
50% to < 75%
JULIE ANN GILBERTIndirect owner · Schedule BInterest in JHTC HOLDINGS LLC
50% to < 75%
BELLCO LEGACY TRUSTIndirect owner · Schedule BInterest in BELLCO REALTY WORLDWIDE LLC
25% to < 50%
BELLO LEGACY II TRUSTIndirect owner · Schedule BInterest in BELLCO REALTY WORLDWIDE LLC
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Symbiotic Capital.
Reported ownership and control details
Form ADV · Filing date 2026-03-31 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | HIMANI BHALLASENIOR MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, MEMBERIndividual | SYMBIOTIC CAPITAL | 5% to less than 10%Code A | Yes | SENIOR MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, MEMBER09/2022 | Schedule APDF page 64 |
| 2 | JOSHUA LENNON BRADLEYSENIOR MANAGING DIRECTOR, MEMBERIndividual | SYMBIOTIC CAPITAL | 5% to less than 10%Code A | Yes | SENIOR MANAGING DIRECTOR, MEMBER09/2022 | Schedule APDF page 64 |
| 3 | BELLCO REALTY WORLDWIDE LLCMEMBERDomestic entity | SYMBIOTIC CAPITAL | 25% to less than 50%Code C | Yes | MEMBER08/2023 | Schedule APDF page 64 |
| 4 | JOSHUA KAZAM 2018 FAMILY TRUSTMEMBERDomestic entity | SYMBIOTIC CAPITAL | 5% to less than 10%Code A | No | MEMBER08/2023 | Schedule APDF page 65 |
| 5 | LENNOX TRUSTMEMBERDomestic entity | SYMBIOTIC CAPITAL | 5% to less than 10%Code A | No | MEMBER08/2023 | Schedule APDF page 65 |
| 6 | SEAVIEW TRUSTMEMBERDomestic entity | SYMBIOTIC CAPITAL | 25% to less than 50%Code C | Yes | MEMBER08/2023 | Schedule APDF page 65 |
| 7 | RUSSEL DAVID GOLDSMITHCO-CHAIRMAN, MEMBERIndividual | SYMBIOTIC CAPITAL | 5% to less than 10%Code A | No | CO-CHAIRMAN, MEMBER08/2023 | Schedule APDF page 65 |
| 8 | DANIEL T KIMCFO & CCOIndividual | SYMBIOTIC CAPITAL | Less than 5%Code NA | No | CFO & CCO07/2025 | Schedule APDF page 65 |
| 9 | BELLCO CAPITAL, LLCMEMBERDomestic entity | BELLCO LEGACY TRUST | 75% or moreCode E | Yes | MEMBER02/2023 | Schedule BPDF page 65 |
| 10 | BELLDEGRUN FAMILY TRUSTMEMBERDomestic entity | BELLCO CAPITAL, LLC | 75% or moreCode E | Yes | MEMBER01/2004 | Schedule BPDF page 65 |
| 11 | ARIE BELLDEGRUNTRUSTEEIndividual | BELLDEGRUN FAMILY TRUST | Percentage not specifiedCode F | Yes | TRUSTEE02/1994 | Schedule BPDF page 65 |
| 12 | REBECKA RIWKA BELLDEGRUNTRUSTEEIndividual | BELLCO LEGACY TRUST | Percentage not specifiedCode F | Yes | TRUSTEE03/2020 | Schedule BPDF page 65 |
| 13 | JOSHUA AVROM KAZAMTRUSTEEIndividual | SEAVIEW TRUST | Percentage not specifiedCode F | Yes | TRUSTEE11/2017 | Schedule BPDF page 65 |
| 14 | JACKSON HOLE TRUSTTRUSTEEDomestic entity | LENNOX TRUST | Percentage not specifiedCode F | No | TRUSTEE06/2021 | Schedule BPDF page 65 |
| 15 | JHTC HOLDINGS LLCMEMBERDomestic entity | JACKSON HOLE TRUST | 75% or moreCode E | Yes | MEMBER03/2011 | Schedule BPDF page 65 |
| 16 | AARON H SONESMEMBERIndividual | JHTC HOLDINGS LLC | 50% to less than 75%Code D | Yes | MEMBER06/2010 | Schedule BPDF page 65 |
| 17 | HANNA ACKERMANTRUSTEEIndividual | SEAVIEW TRUST | Percentage not specifiedCode F | Yes | TRUSTEE06/1996 | Schedule BPDF page 65 |
| 18 | JULIE ANN GILBERTMEMBERIndividual | JHTC HOLDINGS LLC | 50% to less than 75%Code D | Yes | MEMBER06/2010 | Schedule BPDF page 65 |
| 19 | DAVID MICHAEL TANENTRUSTEEIndividual | JOSHUA KAZAM 2018 FAMILY TRUST | Percentage not specifiedCode F | Yes | TRUSTEE12/2022 | Schedule BPDF page 65 |
| 20 | BELLCO LEGACY TRUSTMEMBERDomestic entity | BELLCO REALTY WORLDWIDE LLC | 25% to less than 50%Code C | No | MEMBER04/2020 | Schedule BPDF page 65 |
| 21 | BELLO LEGACY II TRUSTMEMBERDomestic entity | BELLCO REALTY WORLDWIDE LLC | 25% to less than 50%Code C | No | MEMBER04/2020 | Schedule BPDF page 65 |
| 22 | REBECKA RIWKA BELLDEGRUNTRUSTEEIndividual | BELLDEGRUN FAMILY TRUST | Percentage not specifiedCode F | Yes | TRUSTEE02/1994 | Schedule BPDF page 65 |
| 23 | ARIE SHLOMO BELLDEGRUNTRUSTEEIndividual | BELLO LEGACY II TRUST | Percentage not specifiedCode F | Yes | TRUSTEE03/2020 | Schedule BPDF page 65 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 3/31/2026 11:36:16 AM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.