Sivia Capital Partners, LLC

Sivia Capital Partners, LLC is a registered investment adviser that provides ongoing, individually tailored wealth management to high‑net‑worth individuals and families, combining asset management, financial planning, and family office services. The firm generally maintains a $10 million account minimum and offers discretionary portfolio management as well as advisory guidance for assets held away from its custodians.

Sivia’s investment approach uses a broad set of instruments — including public equities, fixed income, ETFs, derivatives, structured products, private funds and securities, real estate, and digital assets — and it may recommend short‑term trading, margin transactions, and IPO participation when appropriate for a client’s objectives and risk tolerance. The firm also engages third‑party portfolio managers for portions of client portfolios, conducts due diligence on client‑initiated investments, and applies formal valuation procedures for illiquid and non‑custodied assets used in fee billing.

Distinctively, Sivia manages roughly $1.24 billion in assets with a relatively small advisor team, resulting in high assets‑under‑management per advisor compared with peers. It also permits the use of borrowing in managed accounts and integrates private and digital assets into its billing and valuation processes—practices that increase operational and valuation complexity and are governed by the firm’s written policies and periodic monitoring.