Synergy Asset Management

Asset Manager SEC-registered adviser

Legal name: Synergy Asset Management, LLC

AUM

$1.3B

Regulatory AUM

Private funds

Hedge Fund 1

Private fund assets

$19.7M

Gross asset value

Employees

Last Form D raise

—

From SEC Form ADV filing (filed Mar 17, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

Owner, Synergy Financial Services

President; Chief Compliance Officer

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

Fund	Type	Gross assets	Raised (Form D)	Investors	Last Form D	Recency
Rowan Street Capital, LLC	Hedge Fund	$19.7M	—	—	—

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.