Syntax Research, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 16, 2026, reports $203M in regulatory assets under management, 2 employees, and 230 accounts.
Assets Under Management
$203M
Employees
2
Offices
--
Total Clients
108
Primary office
BOCA RATON, FL
150 EAST PALMETTO PARK ROAD, SUITE 800, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.3% of total clients.
Top client categories% of clientsClients
1
Individuals
59.3%
64
2
HNWI
39.8%
43
3
Charitable
0.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$203Mas of March 16, 2026
Discretionary99.9%
$203M
100% of total RAUM99.9%
Non-discretionary0.1%
$136K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$203M
Total Accounts230
10Y AUM Change+$76M (+60.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.