SYNERGY VENTURES ADVISORS III, L.L.C.
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 213520
- Website
- www.synergyventures.net
Firm profile
FINTRXOverview
Synergy Ventures Advisors III, L.L.C. operates as a small, boutique adviser focused on private-company investing through a venture capital fund structure. The firm does not report retail or institutional advisory client accounts; its identifiable activity centers on managing a single venture capital vehicle. Regulatory and firm-classification markers indicate a limited liability company with individual ownership and a narrow operational footprint—no active ESG program is reported and the adviser is not listed as a multi-state or pension consultant. Public-facing detail on fee schedules, target sectors, or explicit stage preferences is not available. Given the structure (one venture fund advised) and the reported fund size, the firm’s investment approach is likely concentrated on deploying capital in privately held companies rather than running diversified, publicly traded portfolios.
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
2 of 2ROBERT OKUN
General PartnerCRD 6492349
ALLAN JOHNSTON
Founder & Managing DirectorCRD 6492348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 545 Middlefield Rd
- Time zone
- PT (UTC-8)
- Office locations
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