Investment adviser · CRD 160676

SYMPHONY TECHNOLOGY GROUP, LLC

Investment adviser filing (IA)

MENLO PARK, CA, United States · Form ADV filed Sep 9, 2026

Regulatory AUM
$307M
Form ADV · Item 5.F
Client accounts
7
Accounts, not individual clients
Employees
88
Reported in this filing
Advisory professionals
88
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles7$307,319,280100.0%
Filing source

Form ADV 2124802 · Sep 9, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

STG IV, L.P.Private Equity Fund · Last reported Sep 9, 2026$146MGross asset value

Form D fundraising filings

STG IV, L.P.

Auditor BDO USA, P.C. SAN FRANCISCO, California, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian UBS SECURITIES LLC SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

UBS SECURITIES LLC
SEC 8-22651

Fund details & source
Fund ID
805-6621087685
Reported beneficial owners
28
Minimum commitment
$30M
Form D file number
021-173560

Form ADV 2124802 · Sep 9, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STG IV-A, L.P.Private Equity Fund · Last reported Sep 9, 2026$106MGross asset value

Form D fundraising filings

STG IV-A, L.P.

Auditor BDO USA, P.C. SAN FRANCISCO, California, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian UBS SECURITIES LLC SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

UBS SECURITIES LLC
SEC 8-22651

Fund details & source
Fund ID
805-3148695353
Reported beneficial owners
14
Minimum commitment
$30M
Form D file number
021-173562

Form ADV 2124802 · Sep 9, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STG ST, L.P.Private Equity Fund · Last reported Sep 9, 2026$17.6MGross asset value

Form D fundraising filings

STG ST, L.P.

Auditor BDO USA, P.C. SAN FRANCISCO, California, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-1060682490
Reported beneficial owners
11
Minimum commitment
$100K
Form D file number
021-363724

Form ADV 2124802 · Sep 9, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STG IV (CAYMAN), L.P.Private Equity Fund · Last reported Sep 9, 2026$13.9MGross asset value
Auditor BDO CAYMAN LTD. GRAND CAYMAN, Cayman Islands
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO CAYMAN LTD.
PCAOB 2162

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-5738600011
Reported beneficial owners
28
Minimum commitment
$3M

Form ADV 2124802 · Sep 9, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STG III, L.P.Private Equity Fund · Last reported Sep 9, 2026$11.5MGross asset value
Auditor BDO USA, P.C. SAN FRANCISCO, California, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian UBS SECURITIES LLC SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

UBS SECURITIES LLC
SEC 8-22651

Fund details & source
Fund ID
805-2975685739
Reported beneficial owners
22
Minimum commitment
$3M
Form D file number
021-102469

Form ADV 2124802 · Sep 9, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STG IV-A (CAYMAN), L.P.Private Equity Fund · Last reported Sep 9, 2026$10.1MGross asset value
Auditor BDO CAYMAN LTD. GRAND CAYMAN, Cayman Islands
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO CAYMAN LTD.
PCAOB 2162

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-5336735383
Reported beneficial owners
14
Minimum commitment
$3M

Form ADV 2124802 · Sep 9, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

STG III-A, L.P.Private Equity Fund · Last reported Sep 9, 2026$1.62MGross asset value
Auditor BDO USA, P.C. SAN FRANCISCO, California, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian UBS SECURITIES LLC SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

UBS SECURITIES LLC
SEC 8-22651

Fund details & source
Fund ID
805-1923659475
Reported beneficial owners
3
Minimum commitment
$2M
Form D file number
021-103434

Form ADV 2124802 · Sep 9, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 9, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1300 EL CAMINO REAL, SUITE 300
MENLO PARK, CA, 94025-4211, United States

CRD 160676

Filing source

Form ADV 2124802 · Sep 9, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.