Sivia Capital Partners, LLC
Sivia Capital Partners, LLC is an SEC-registered investment adviser headquartered in Mill Valley, California. Founded in 2011, the firm provides investment advisory services including financial planning and discretionary asset management primarily to high-net-worth individuals and families, with a stated relationship minimum of $10 million. The firm employs a small team of approximately 4 professionals and manages over $640 million in client assets as of September 2025, serving both individuals and select retail investors.
Investment Strategy
Sivia Capital Partners, LLC offers a bundled approach to wealth management and investment advisory services, focusing on high-net-worth individuals and families. Their offerings include customized financial planning, discretionary portfolio management, and the selection of third-party investment managers (sub-advisors) as appropriate. Investment recommendations are tailored to each client’s specific objectives and restrictions, and the firm has authority to implement investment decisions on a discretionary basis without prior client approval. Portfolios are monitored at least annually, and clients may impose limitations on asset classes or securities. The firm emphasizes a holistic approach to managing client family assets and liabilities.
Top Holdings
Equity Positions (465)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.57% | $16.2M | 86,762 | $77.73 | $186.58 | +$3.4M |
V VT | VANGUARD INTL EQUITY INDEX F | 3.59% | $12.7M | 92,367 | $113.33 | $137.80 | +$718.6K |
V VOO | VANGUARD INDEX FDS | 3.58% | $12.7M | 20,704 | $440.10 | $612.38 | +$954.2K |
M MSFT | MICROSOFT CORP | 3.51% | $12.4M | 23,991 | $394.87 | $517.95 | +$1.6M |
A AAPL | APPLE INC | 3.26% | $11.6M | 45,371 | $197.28 | $254.63 | +$2.4M |