# FinSym Partners

FinSym Partners is a Bank / Wealth / Trust based in Seattle, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Seattle, United States
- **Region:** North America
- **Address:** Seattle, WA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** finsymllc.com

## Regulatory record

- **CRD number:** 153712
- **SEC file number:** 801-122427
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153712

## About

FinSym Partners is an SEC-registered investment adviser since 2021. The firm manages $188 million in assets, with $183 million on discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### How does FinSym handle concentrated stock positions?

The firm manages concentrated equity — common among Seattle technology executives holding substantial single-company shares — through a combination of tax-loss harvesting, covered-call writing, exchange funds, and charitable-remainder trust coordination. The trust-administration arm enables complex structures such as intentionally defective grantor trusts and grantor-retained annuity trusts that can receive contributed shares and manage the subsequent diversification schedule.

### Does FinSym make direct private investments or commit to venture funds?

FinSym does not disclose a direct-investing or venture-commitment program, and its Form ADV filings have not indicated significant private-fund sponsorship. Client portfolios emphasize publicly traded securities with occasional exposure to private real estate and private credit through pooled vehicles. The firm does not operate a proprietary fund-of-funds or club-deal platform.

## Related profiles

- [Finsbury Associates](https://altss.com/profile/finsbury-associates)
- [FinTrust Capital Advisors](https://altss.com/profile/fintrust-capital-advisors-fca)

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Last updated: 2026-06-03T20:00:00.000Z

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