Syntax Research, Inc.
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
FINTRXOverview
Syntax Research, Inc. is an SEC-registered corporate adviser (registration year 2012) that operates as a hedge fund-style adviser and portfolio manager. The firm serves both individual/family and institutional clients and is owned by an individual. Its advisory remit includes discretionary portfolio management for individuals and small businesses and management of pooled investment vehicles. Compensation comes through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. Syntax Research does not identify as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities89%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Sandeep Sharma
Founder & PrincipalCRD 1721253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$90.5M in ETFs
100%
$90.1M
0%
$453K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $13.7M | 18,266 | 15.11% |
Location
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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