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SYNERGY FUND MANAGEMENT GROUP LIMITED

CRD 168167 · SEC 801-112597

Corporate platformOther (specify)

Large incorporated asset manager or corporate group — typically not a local adviser team.

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11/F, CLUB LUSITANO BUILDING, 16 ICE HOUSE STREET, CENTRAL, Hong Kong

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$490.3M

Discretionary AUM

$250.2M

Team

9 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Other (specify)

Filing date

2026-03-31

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles7$250.2M
Charitable organizations1$167.7M
Corporations/business entities2$72.4M

All web addresses on file

Official SEC filing: View on IAPD