Synergy Capital I, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 47965
- Registered since
- March 22, 2000
Firm profile
FINTRXOverview
Synergy Capital I, LLC is organized as a limited liability company and has been registered with the SEC since 2000. Public filings and the dataset provide minimal detail about the firm's business model, client focus, or advisory activities; its internal classification is listed as "unclassified." Ownership is identified as a mix of a domestic entity and an individual. The firm does not present itself as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. It is also not listed as a pension consultant or as a related adviser to another registered manager.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 13Brandt Gully
Managing PartnerCRD 4827493

Christopher George
ControllerCRD 6084415

Nathan Grow
DirectorCRD 6210687
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 40 Fulton St
- Time zone
- ET (UTC-5)
- Office locations
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