Syntax Research, Inc.

RIASEC Registered

Total AUM

$203M

Discretionary

$203M

100% of AUM

Avg account

$882K

Accounts

230

Employees

2

Advisory reps

1

Firm details

Headquarters: Boca Raton, Florida
CRD number: 151948
Registered since: July 18, 2012
Website: www.syntaxresearch.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.85%
Individuals11.62%
Charitable Organizations5.53%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Syntax Research, Inc. is a privately owned investment adviser organized as a corporation and classified as a hedge fund. The firm is registered with the SEC (registered in 2012) and serves both individual/family and institutional clients. Its advisory work includes portfolio management for individuals and small businesses as well as management of pooled investment vehicles. Compensation structures reported include a percentage of AUM plus hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities89%
Public Funds/Mutual Funds8%
Cash & Cash Equivalents3%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 53

Active vs passive

$93.3M in ETFs

Passive

100%

$92.8M

Active

0%

$466K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES 7-10 YEAR TREASURY BOND ETF (IEF)	BlackRock	Passive	Long Government	$16.7M	187,323	17.94%

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Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: Palm Beach
Address: 150 E Palmetto Park Rd
Time zone: ET (UTC-5)
Office locations

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