Syntheticfi LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 330200
- Registered since
- April 4, 2024
- Website
- www.syntheticfi.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Syntheticfi LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2024) and provides fee-based portfolio management primarily to individual and family clients, with services extended to small businesses and institutional/business accounts. Its billing mix includes percentage-of-AUM fees and fixed fees. Syntheticfi reports it is not a capital allocator and does not market itself as an ESG-focused adviser.
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
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, 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 Francisco
- Address
- 156 2nd St
- Time zone
- PT (UTC-8)
- Office locations
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