Sivia Capital
Sivia Capital is a San Francisco-based multi-family office and SEC Registered Investment Advisor founded in 2014, providing investment advisory and wealth management services to high-net-worth family clients with a small team of 1-10 employees.
- Company typePrivate
- Founded2014
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Sivia Capital does
Sivia Capital is a multi-family office and SEC Registered Investment Advisor founded in 2014 and headquartered in San Francisco, California. The firm operates with a small team of 1-10 employees and is registered as a regulated investment advisor, with SEC 13F filings identifying the entity as "Sivia Capital Partners LLC" (also referenced as "Sivia Capital Partners"). Through these filings, the firm is disclosed as holding positions in publicly traded equities including Trimble Inc., Ferrari N.V., Emerson Electric Co., and Monster Beverage Corporation, indicating an actively managed investment book across diversified large-cap sectors such as industrials, consumer staples, and consumer discretionary.
The firm's business model follows the standard multi-family office construct: providing investment advisory and wealth management services to multiple high-net-worth family clients, generating revenue through asset-based advisory fees. As an SEC-registered advisor, Sivia Capital is subject to fiduciary standards, regulatory oversight, and disclosure obligations including quarterly 13F reporting of institutional investment positions. The firm is privately held, with no public listing, parent company, or known funding events disclosed in the source data.
The public footprint of the firm is limited: there is no disclosed client roster, no published pricing or fee schedule, no marketing channel information, and no certifications, partnerships, or technology stack details in the aggregated source data. The company appears to be actively operating based on continued 13F reporting, but the scope of services beyond investment management — whether it includes tax planning, estate planning, or other family office services typical of the category — is not documented in the available inputs.
Sivia Capital firmographics
Firmographics- Name
- Sivia Capital
- Website
- https://siviacapital.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Sivia Capital is a San Francisco-based multi-family office and SEC Registered Investment Advisor founded in 2014, providing investment advisory and wealth management services to high-net-worth family clients with a small team of 1-10 employees.
- Ownership category
- akta.pro rank
Sivia Capital industry classification
Industry- Product category
- Multi-Family Office / Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)
- akta.pro secondary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
Keywords
Where Sivia Capital is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Markets served
Sivia Capital business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Sivia Capital product offering
Product offeringCore offering
Sivia Capital is a multi-family office operating as an SEC Registered Investment Advisor, providing investment advisory and wealth management services to multiple high-net-worth families. The firm manages equity portfolios in publicly traded companies, evidenced by its 13F institutional filings as "Sivia Capital Partners LLC," and delivers personalized wealth advisory from its San Francisco base.
Differentiator
Problem solved
Functional benefit
Products and services
- Multi-family office and SEC Registered Investment Advisor services Multi-family office providing SEC-registered investment advisory and consolidated wealth management services to multiple high-net-worth families, including public-equity portfolio management (evidenced by 13F filings in positions such as Trimble Inc., Ferrari N.V., Emerson Electric Co., and Monster Beverage Corporation).
Companies that use Sivia Capital
Customer profileIdeal customer profiles1 record
Sivia Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Sivia Capital partnerships and signals
Strategic signalRecent moves2 records
Sivia Capital competitors and assessment
Company assessmentBroad incumbents
- Rockefeller Capital Management: Rockefeller Capital Management is a large UHNW-focused RIA, multi-family office, and investment bank. Operates in the same MFO/RIA space as Sivia Capital, with comparable investment management and family office service lines at significantly greater scale.
- BNY Mellon Wealth Management: BNY Mellon Wealth Management is a global incumbent providing investment management, trust, and private banking to UHNW families. Operates in the same family-office-adjacent RIA space as Sivia Capital but as part of a much broader financial services franchise.
- Bessemer Trust: Bessemer Trust is one of the largest U.S. multi-family offices serving UHNW families with investment management, wealth planning, and family office services. Comparable offering to Sivia Capital but at vastly greater scale, with private-markets and trust capabilities Sivia lacks.
Direct peers
- Pathstone: Pathstone (formerly Crossways Financial) is an independent RIA multi-family office serving HNW families, foundations, and endowments. Closely comparable business model and client base to Sivia Capital, with broader institutional OCIO capabilities.
- SignatureFD: SignatureFD is an Atlanta-based RIA multi-family office offering investment management, financial planning, and family office services. Comparable to Sivia Capital as a fee-only MFO/RIA serving multiple HNW families, with a similar fiduciary orientation.
- Corient: Corient (formerly CI Private Wealth / Wellesley) is a national, fee-only RIA serving HNW and UHNW clients with wealth planning and multi-family-office services. Comparable to Sivia Capital in fee-only MFO/RIA model, with materially greater scale and a national footprint.
- Glenmede: Glenmede is a Philadelphia-based RIA multi-family office with roots serving a single ultra-HNW family that expanded into serving multiple families and institutions. Highly comparable fiduciary MFO model to Sivia Capital.
- Aspiriant: Aspiriant is a national, employee-owned RIA multi-family office serving HNW families with $20B+ AUM. Closely comparable to Sivia Capital in business model (fee-only MFO/RIA serving multiple families) and target client, though at materially greater scale.
- Cresset Capital: Cresset is a multi-family office and RIA providing investment management, wealth planning, and family office services to HNW and UHNW families. Direct comparability to Sivia Capital on the MFO/RIA model, differentiated by Cresset's larger national footprint and private-markets capabilities.
Emerging players
- Addepar: Addepar is a wealth management technology platform serving RIAs, family offices, and private banks with portfolio reporting and analytics. Not a direct MFO competitor but is an ecosystem participant that small MFOs like Sivia Capital either adopt or compete against as clients demand institutional-grade reporting.
Market position
Strengths1 record
Weaknesses5 records
Competitive moat2 records
Key risks5 records
Key highlights6 records
Customer concentration
Sivia Capital social profiles
Digital presenceSivia Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sivia Capital leadership team
Management profileNumber of profiles
Profiles1 record
Sivia Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sivia Capital M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sivia Capital
What does Sivia Capital do?
Sivia Capital is a multi-family office operating as an SEC Registered Investment Advisor, providing investment advisory and wealth management services to multiple high-net-worth families. The firm manages equity portfolios in publicly traded companies, evidenced by its 13F institutional filings as "Sivia Capital Partners LLC," and delivers personalized wealth advisory from its San Francisco base.
Is Sivia Capital a public or private company?
Sivia Capital is a private company. It is classified as unknown and is currently operating.
When was Sivia Capital founded?
Sivia Capital was founded in 2014. It employs 1 to 10 people.
Where is Sivia Capital based?
Sivia Capital is headquartered in San Francisco, United States, in the North America region.
Who are Sivia Capital's main competitors?
Broad incumbents on record are Rockefeller Capital Management, BNY Mellon Wealth Management and Bessemer Trust. Direct peers are Pathstone, SignatureFD, Corient, Glenmede, Aspiriant and Cresset Capital. Addepar is listed as an emerging player.
Does Sivia Capital have an API?
No public API is recorded for Sivia Capital.
What industry is Sivia Capital in?
Sivia Capital's product category is Multi-Family Office / Wealth Management. Its primary akta.pro industry code is FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest), with a secondary code of FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO). Its NAICS code is 523940 and its SIC code is 6282.