Overview
Assets Under Management: $153 million
Headquarters: SAN FRANCISCO, CA
Frequently Asked Questions
SYNTHETICFI LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #330200), SYNTHETICFI LLC is subject to fiduciary duty under federal law.
SYNTHETICFI LLC is headquartered in SAN FRANCISCO, CA.
According to their SEC Form ADV, SYNTHETICFI LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SYNTHETICFI LLC manages $153 million in client assets according to their SEC filing dated August 08, 2025.
According to their SEC Form ADV, SYNTHETICFI LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Total Client Accounts: 147
Discretionary Accounts: 147
Regulatory Filings
CRD Number: 330200
Filing ID: 2008313
Last Filing Date: 2025-08-08 12:01:00
Website: https://syntheticfi.com