ZYNERGY INVESTMENTS, LP

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
339952

Firm profile

FINTRX

Overview

Zynergy Investments, LP is a small, privately organized investment manager operating as a limited partnership and registered/classified around commodity pool and commodity trading adviser activity. The firm functions primarily as a sponsor, general partner and manager of pooled vehicles rather than as a traditional multi-client RIA. Its regulatory/business labels—CPO or CTA and sponsor/GP—point toward active trading strategies in pooled formats, with the manager running a single hedge fund vehicle. Zynergy is not positioned as a broad capital allocator or pension consultant, and it does not report active ESG integration. Trading and portfolio construction are likely centered on manager-driven strategies appropriate for commodity pools and hedge funds: systematic or discretionary trading in futures, options and other derivatives, plus portfolio-level risk and exposure management. Given the scale of reported fund assets, the firm appears to operate as a boutique manager serving a very small group of investors rather than a retail advisory business.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JAMES ZIMBARDI

    Founder & CEOCRD 5332404

Contacts

1 of 1
  • LAWRENCE MCKAY

    CRD 6615678

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
500 W Putnam Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth