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SYNERGY FUND MANAGEMENT GROUP LIMITED

Advisory

N·CENTRAL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$490M
1-Year AUM Growth
-20.4%
3-Year CAGR
-8.0%
Employees
4
Assets Under Management
Total AUM$490M
Discretionary AUM$250M
Non-Discretionary AUM$240M
Discretionary %51%
Total Clients11
Team
Total Employees4
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record8
First FilingFeb 8, 2018
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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