Synthesis Capital Group

Overview

Synthesis Capital Group is an LLC that provides discretionary portfolio management primarily for individuals, families and small businesses, and also for business or institutional clients. The firm is owned by an individual and charges clients a combination of percentage-of-AUM fees and performance‑based fees. Its snapshot profile indicates it is not classified as an active ESG investor, is not set up as a multi‑state adviser for regulatory purposes, and is not a capital allocator. The adviser’s advisory activity emphasizes customized portfolio management rather than running pooled mutual funds. An accounting affiliation is listed, suggesting tax and reporting coordination is part of its service mix for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices