SYNERGY FUND MANAGEMENT GROUP LIMITED
Firm details
- Headquarters
- CENTRAL,
- CRD number
- 168167
- Registered since
- March 12, 2018
- 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
FINTRXOverview
Synergy Fund Management Group Limited is a hedge-fund–focused investment adviser registered with the SEC in 2018 and organized as a foreign entity. The firm serves primarily institutional clients and operates under a fee model that combines a percentage of assets under management with performance-based fees. Its regulatory filings list CPO/CTA activity and advisory services across pooled investment vehicles, businesses and institutions, and smaller private clients. Synergy is not flagged as an active ESG investor and is not registered as a multi-state adviser. The firm’s model centers on pooled hedge fund vehicles and discretionary portfolio management. Filing details show both discretionary and non-discretionary mandates, and the firm acts as adviser to multiple private funds. The CPO/CTA designation and the focus on hedge funds point to strategies that can include pooled derivatives exposure and commodity/futures trading, while the adviser role across pooled vehicles and institutional clients suggests a manager that mixes internally managed fund programs with allocations to third-party managers.
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
Asset composition
- Other100%
Owners & executives
1 of 1SAU HAN ELIZA LAU
Founder and CIOCRD 2614479
Contacts
2 of 2YEHLI CHAI
DirectorCRD 6211870
REBECCA TSANG
Portfolio ManagerCRD 6910353
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CENTRAL, null
Location
CENTRAL, null
Headquartered in CENTRAL, null.
- Address
- 11f Clb Lusitano Building
- Office locations
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