| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rowan Street Capital, LLC | Hedge | $17.6M | $100K |
| Crosslink Capital Fund I, LLC | Hedge | $2.7M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Merrell Maas Control | Principal | Under 5% | 2001 |
| Sfm2 LLC | 20% Owner | 10-25% | 2023 |
| Synergy Financial Services, Inc. Control | 79% Owner | Over 75% | 2001 |
Synergy Asset Management, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Synergy Asset Management, LLC manages 2 private funds with combined gross assets of $20.3 million.
Synergy Asset Management, LLC reports 13 employees.
Synergy Asset Management, LLC is based in Vancouver, WA and has been SEC-registered since 2005.
Synergy Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA 98684 |
| Phone | 206-386-5455 |
| Fax | 206-386-5452 |
| Office hours | 8:00a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1699080 |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $1.05B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.05B |