SYNERGY NETWORKS CAPITAL PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
336275

Firm profile

FINTRX

Overview

Synergy Networks Capital Partners, LLC is a small, privately owned limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm’s public filings indicate its role as managing member of at least one pooled vehicle rather than operating as a traditional multi-state registered advisory business. It is organized under an individual ownership structure and is not identified as an active ESG investor. Investment activity appears concentrated and narrow in scope: the firm manages a single private fund vehicle and does not report a retail client base or separately managed account relationships. Its operating posture and firm classification suggest a manager that runs capital through fund structures rather than through broad advisory platforms or institutional separate mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Duane Gilyot

    ManagerCRD 8073329

  • Kyle Miller

    ManagerCRD 8073312

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
580 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth