SYNERGY VENTURES ADVISORS III, L.L.C.

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

Firm details

Headquarters
MENLO PARK, California
CRD number
213520

Firm profile

FINTRX

Overview

Synergy Ventures Advisors III, L.L.C. operates as a small, boutique adviser focused on private-company investing through a venture capital fund structure. The firm does not report retail or institutional advisory client accounts; its identifiable activity centers on managing a single venture capital vehicle. Regulatory and firm-classification markers indicate a limited liability company with individual ownership and a narrow operational footprint—no active ESG program is reported and the adviser is not listed as a multi-state or pension consultant. Public-facing detail on fee schedules, target sectors, or explicit stage preferences is not available. Given the structure (one venture fund advised) and the reported fund size, the firm’s investment approach is likely concentrated on deploying capital in privately held companies rather than running diversified, publicly traded portfolios.

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

Contacts

2 of 2
  • ROBERT OKUN

    General PartnerCRD 6492349

  • ALLAN JOHNSTON

    Founder & Managing DirectorCRD 6492348

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, 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 MATEO
Address
545 Middlefield Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth