Syzygy Asset Management, LLC

RIASEC Registered

Total AUM

$32.2B

Discretionary

$30.1B

93% of AUM

Avg account

$1B

Accounts

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 120440
Registered since: May 10, 2002
Website: www.researchaffiliates.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Investment Companies68.5%
Pooled Investment Vehicles14.59%
State / Municipal Government14.52%
Pension & Profit Sharing Plans2.38%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Syzygy Asset Management, LLC is an institutional registered investment adviser that has been registered with the SEC since 2002. The firm focuses on portfolio management for investment companies, pooled investment vehicles and for institutional businesses or other institutions. Its client base is institutional, it charges fees as a percentage of assets under management, and it does not operate as a capital allocator. Syzygy identifies as an active ESG investor, which suggests ESG considerations are incorporated into its security selection and manager due diligence across mandates.