Synergy Fund Management Group Limited

RIASEC RegisteredEst. 2018

Total AUM

$490M

Discretionary

$250M

51% of AUM

Avg account

$49M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Central,
CRD number: 168167
Registered since: March 12, 2018
Website: synergyfmg.com
Custodians: THE BANK OF NEW YORK MELLON, PICTET & CIE
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles51.04%
Charitable Organizations34.2%
Corporations / Businesses14.76%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Synergy Fund Management Group Limited is a hedge fund manager and registered adviser that also operates as a CPO/CTA. The firm is organized as a foreign/individual-owned entity and registered with the SEC in 2018. Its primary client base is institutional investors, and its advisory remit spans portfolio management for individuals and small businesses, pooled investment vehicles, and corporate or institutional portfolios. Compensation combines an asset-based fee with performance fees. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.