Synergy Fund Management Group Limited is an SEC registered investment adviser. Its latest Form ADV filing, dated March 31, 2026, reports $490M in regulatory assets under management, 9 employees, and 10 accounts.
Assets Under Management
$490M
Employees
9
Offices
--
Total Clients
10
Primary office
CENTRAL
11/F, CLUB LUSITANO BUILDING, 16 ICE HOUSE STREET, CENTRAL, Hong Kong
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 70.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
70.0%
7
2
Corporations
20.0%
2
3
Charitable
10.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$490Mas of March 31, 2026
Discretionary51.0%
$250M
51% of total RAUM51.0%
Non-discretionary49.0%
$240M
49% of total RAUM49.0%
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$490M
Total Accounts10
10Y AUM Change+$201M (+69.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee1:1
10Y Employee Change-1 (-10.0%)
* 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.