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 is listed as a domestic entity with individual ownership. The firm is classified as unclassified in the source dataset and has provided minimal public detail about its advisory mandate, fee structure, client segments, or day-to-day business activities. The dataset flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is also noted as a single-state adviser and not a newly formed adviser, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 13
Kenneth George
FinOpCRD 2643369
Timothy Cunningham
Vice PresidentCRD 1238971
Stephen Berman
Managing DirectorCRD 1301872
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
Similar firms
Omnicap, LLC
Broker-DealerNew York, NY
Rencap Securities, Inc.
Broker-DealerNew York, NY
CS Enhanced Lending LLC
Broker-DealerNew York, NY
Commonwealth Australia Securities LLC
Broker-DealerNew York, NY
Hamilton Executions LLC
Broker-DealerNew York, NY
Virtu Americas LLC
Broker-DealerNew York, NY