This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

SYNERGY ASSET MANAGEMENT, LLCCRD 117201

Fund type

Hedge Fund

Latest reported GAV

$1.6Mgross asset value on Schedule D 7.B(1), as of 2024-07-01; never fund size

Peak reported GAV

$1.8M

Beneficial owners

10

Minimum investment

$100,000

Owned by the adviser

300%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Form D file number

021-32350079an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it

Organised in

Washington, United States

First reported

Mar 31, 2021

Last reported

Jul 1, 2024fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

14

Fund id

805-3557452443

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b33c0fb2-a095-abc9-a536-e4d13e8032b1

First observed

Mar 31, 2021

Last observed

Jul 1, 2024 27 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.