| Name | Title | Ownership | Since |
|---|---|---|---|
| Baines and McAdams Living Trust Control | Owner | 25-50% | 2011 |
| Faith Lee | President, Cco, Rop, Municipal Securities Principal, Manager Of Sc Add Holdings, Llc | Under 5% | 2005 |
| Heather Una Baines Control | Trustee Of Baines & Mcadams Living Trust | Under 5% | 2011 |
Syndicated Capital, Inc. reports $123 million in regulatory assets under management on its Form ADV.
Syndicated Capital, Inc. reports 12 employees.
Syndicated Capital, Inc. is based in Diamond Bar, CA and has been SEC-registered since 2024.
Syndicated Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 21671 Gateway Center Drive, Suite 111, Diamond Bar, CA 91765 |
| Phone | 310-751-7098 |
| Fax | 310-507-7875 |
| Office hours | 6:30 a.m. - 2:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $118M |
| Non-discretionary | $5M |
| Total (RAUM) | $123M |