SYNTAX RESEARCH, INC.

RIASEC RegisteredEst. 2012

Total AUM

$203M

Discretionary

$203M

100% of AUM

Avg account

$882K

Accounts

230

Employees

Advisory reps

Firm details

Headquarters: BOCA RATON, Florida
CRD number: 151948
Registered since: July 18, 2012
Website: www.syntaxresearch.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.85%
Individuals11.62%
Charitable Organizations5.53%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Syntax Research, Inc. is a corporate-structured investment adviser that is classified as a hedge fund and has been SEC-registered since 2012. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its advisory mandate covers discretionary portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. The firm charges a mix of fee types — percentage-of-AUM, hourly fees, and fixed fees — and does not identify as an active ESG investor. Investment activity shows a clear equity preference, with exchange-traded equities forming a large portion of assets under management. Syntax also integrates alternative strategies: it advises a hedge fund and allocates to third-party alternative managers, and it uses annuities as part of its investment menu.