SYNERGY FUND MANAGEMENT GROUP LIMITED

RIASEC RegisteredEst. 2018
Total AUM
$490M
Discretionary
$250M
51% of AUM
Avg account
$49M
Accounts
10
Employees
9
Advisory reps
3

Firm details

Headquarters
CENTRAL,
CRD number
168167
Registered since
March 12, 2018
Custodians
THE BANK OF NEW YORK MELLON, PICTET & CIE
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles51.04%
  • Charitable Organizations34.2%
  • Corporations / Businesses14.76%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Synergy Fund Management Group Limited is a hedge-fund–focused investment adviser registered with the SEC in 2018 and organized as a foreign entity. The firm serves primarily institutional clients and operates under a fee model that combines a percentage of assets under management with performance-based fees. Its regulatory filings list CPO/CTA activity and advisory services across pooled investment vehicles, businesses and institutions, and smaller private clients. Synergy is not flagged as an active ESG investor and is not registered as a multi-state adviser. The firm’s model centers on pooled hedge fund vehicles and discretionary portfolio management. Filing details show both discretionary and non-discretionary mandates, and the firm acts as adviser to multiple private funds. The CPO/CTA designation and the focus on hedge funds point to strategies that can include pooled derivatives exposure and commodity/futures trading, while the adviser role across pooled vehicles and institutional clients suggests a manager that mixes internally managed fund programs with allocations to third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • SAU HAN ELIZA LAU

    Founder and CIOCRD 2614479

Contacts

2 of 2
  • YEHLI CHAI

    DirectorCRD 6211870

  • REBECCA TSANG

    Portfolio ManagerCRD 6910353

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CENTRAL, null

Location

CENTRAL, null

Headquartered in CENTRAL, null.

Address
11f Clb Lusitano Building
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth