Key facts
- SYNERGY FG is a other.
- SYNERGY FG reports $20.6M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 309961- Regulatory AUM
- $20.6M
- Private fund assets
- —
- Private funds
- —
- Staff
- 7
- Registered office
- —
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SYNERGY FINANCIAL GROUP, LTD).
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Portfolio
Portfolio — not yet on record
No portfolio companies for SYNERGY FG are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SYNERGY FG's AUM?
- SYNERGY FG manages approximately $20.6M in assets.