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| Keyboard |
| Syntheticfi LLC
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|---|---|
| CRD # | 330200 |
| SEC # | 801-129765 |
| CIK # | |
| AUM | 992.9 M (2026-04-17) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 628-800-0898 |
| Address | 156 2nd St San Francisco, CA 94105 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 624 | 992.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 624 | 992.9 |
| By Discretionary | ||
| Discretionary | 624 | 992.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 624 | 992.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 992.9 | |
| Total | 624 | 992.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 200 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
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IL | 997.2 M |
|
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|
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|
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|
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|
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|
Morris & Wells Wealth Management
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VA | 987.9 M |
|
Terril Brothers Inc
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MO | 987.8 M |
|
BCS Financial LLC
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|
TN | 987.4 M |
|
Oneascent Investment Solutions LLC
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|
AL | 987.2 M |
|
Ellis Investment Partners LLC
✚
|
PA | 986.8 M |