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Capital Synergy Partners, Inc.

CRD 148733SEC# 801-136697Irvine, CA
Export (members)
No longer SEC-registered. Capital Synergy Partners, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$102.3M
Employees
46
Accounts
331
Location
Irvine, CA

Capital Synergy Partners, Inc. assets under management

Capital Synergy Partners, Inc. is an investment advisory firm registered with the SEC based in Irvine, CA. It reports $102.3 million in regulatory assets under management and employs 46 people.
View on SEC.gov ↗

Capital Synergy Partners, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Andrew a. Holden Family Trust 12/20/2000OwnerOver 75%2000
Andrew Alan Holden ControlTrustee & PresidentUnder 5%2011
Matthew Austin GandyPrincipalUnder 5%2020
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Frequently asked questions

How much does Capital Synergy Partners, Inc. manage?

Capital Synergy Partners, Inc. reports $102.3 million in regulatory assets under management on its Form ADV.

How many employees does Capital Synergy Partners, Inc. have?

Capital Synergy Partners, Inc. reports 46 employees.

Where is Capital Synergy Partners, Inc. located?

Capital Synergy Partners, Inc. is based in Irvine, CA.

Does Capital Synergy Partners, Inc. disclose fund performance?

Capital Synergy Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2860 Michelle Drive, Suite 150, Irvine, CA 92606
Office hours7:30 a.m. - 4:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$102.3M
Total (RAUM)$102.3M