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Sivia Capital operates as a multi-family office, offering comprehensive asset management and wealth advisory services. The firm designs and implements tailored financial strategies, utilizing a distinctive approach to manage and grow the wealth of its clientele. Its core capabilities span the entire financial lifecycle, from initial startup considerations through exit planning and subsequent generational wealth transitions.
The company was founded in March 2014 by Ben Mahdavi. His experience as an Assistant Vice President at Barclays provided a foundational understanding of complex financial markets, informing his vision for Sivia Capital. Mahdavi recognized a need for a more integrated and personalized wealth management partner for entrepreneurs and affluent individuals, inspiring him to create a firm that would guide clients through every significant financial milestone.
Sivia Capital primarily serves entrepreneurs, business owners, and high-net-worth families seeking sophisticated wealth preservation and growth strategies. The firm's mission centers on empowering clients to concentrate on their core businesses and personal interests, confident that their financial assets are meticulously managed. Looking forward, Sivia Capital continues to refine its advisory framework to anticipate evolving client needs and market dynamics.
Sivia Capital has 1 tracked investment across 1 company. The latest tracked deal is $46.7M Series C in PAX Labs in June 2015.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Jun 10, 2015 | PAX Labs | $46.7M Series C | — | Fidelity Management & Research Company, Sand Hill Angels, TAO Capital Partners |