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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SYNTHETICFI LLC

CRD 330200

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:ded694a7-87ae-1505-66c7-0bae2089ed7d

Data as of Apr 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 3
On other graphs: 0
Observed: Feb 23, 2024 to Apr 17, 2026
10 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $993MItem 5.F on the latest filing (2026-04-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $993M
Private client RAUM: $993MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $110Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 624
Individual clients: 624
SEC number: 801-129765
CRD: 330200
Filings on the tape: 10
First filed: Feb 23, 2024
Latest filed: Apr 17, 2026
Organised: Limited Liability Company, DE
Website: syntheticfi.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Yucheng Yang	n/a	SAN FRANCISCO, CA	2	10	n/a	no
Yezhou Wang	n/a	SAN FRANCISCO, CA	2	10	n/a	no
Congying Xiang	n/a	SAN FRANCISCO, CA \| Oregon, WI	1	11	n/a	no
Cooper Douglas Richmond	n/a	SAN FRANCISCO, CA	0	11	n/a	no
THOMAS JON CASPER	n/a	SAN FRANCISCO, CA \| Winter Park, FL	0	25	12	no
COREY DAVID ROUN	n/a	Maitland, FL \| SAN FRANCISCO, CA	0	17	2	no
Theodore Glen Jans	n/a	Bangor, ME \| SAN FRANCISCO, CA	0	10	n/a	no
LONBAYE DASARTE YARNWAY	n/a	SAN FRANCISCO, CA	0	12	6	no
Michael O'Dwyer	n/a	Centennial, CO	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CYCLONE TECHNOLOGIES, INC.	Parent	E	yes	01/2024	Apr 17, 2026	Apr 17, 2026
Wang, Yezhou	CHIEF REVENUE OFFICER	C	yes	09/2023	Apr 17, 2026	Apr 17, 2026
Yang, Yucheng	CHIEF EXECUTIVE OFFICER	C	yes	06/2023	Apr 17, 2026	Apr 17, 2026
Wang, Yezhou	CHIEF REVENUE OFFICER	C	yes	09/2023	Feb 23, 2024	Nov 15, 2024
Yang, Yucheng	CHIEF EXECUTIVE OFFICER	C	yes	06/2023	Feb 23, 2024	Nov 15, 2024
Xiang, Congying	CHIEF COMPLIANCE OFFICER	Na	no	04/2026	Apr 17, 2026	Apr 17, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 17, 2026	$993M	$993M	10	7	0	n/a	n/a
2024	Mar 11, 2025	$153M	$153M	2	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	1	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$993M	$153M	548.1%	n/a	n/a	10	2	0	0

Relationships

Registered with (9)

← Michael O'DwyerAdvisorregistration: current employment
Aug 28, 2026 to presentfactForm ADV
← LONBAYE DASARTE YARNWAYAdvisorregistration: current employment
Jul 13, 2026 to presentfactForm ADV
← Theodore Glen JansAdvisorregistration: current employment
Feb 19, 2026 to presentfactForm ADV
← COREY DAVID ROUNAdvisorregistration: current employment
Feb 5, 2026 to presentfactForm ADV
← THOMAS JON CASPERAdvisorregistration: current employment
Jan 23, 2026 to presentfactForm ADV
← Cooper Douglas RichmondAdvisorregistration: current employment
Jan 4, 2026 to presentfactForm ADV
← Congying XiangAdvisorregistration: current employment
Aug 19, 2025 to presentfactForm ADV
← Yezhou WangAdvisorregistration: current employment
Jul 9, 2024 to presentfactForm ADV
← Yucheng YangAdvisorregistration: current employment
Jul 1, 2024 to presentfactForm ADV

Controls (3)

← Yang, YuchengOwnerCHIEF EXECUTIVE OFFICER, ownership code C, individual
Feb 23, 2024 to Nov 15, 2024factForm ADV
← Wang, YezhouOwnerCHIEF REVENUE OFFICER, ownership code C, individual
Feb 23, 2024 to Nov 15, 2024factForm ADV
← CYCLONE TECHNOLOGIES, INC.OwnerPARENT, ownership code E, domestic entity
Feb 23, 2024 to Nov 15, 2024factForm ADV

Dated events

Occurred
Mar 13, 2026
Regulatory AUM changed
Syntheticfi Llc reported RAUM $992.9M, up 548% from $153.2M (2025-12-15 to 2026-03-13)
Form ADVobserved 5 days ago
$840M
Occurred
Jun 14, 2024
Control person left
Arne Huang (Chief Technology Officer) no longer on Schedule A of Syntheticfi Llc (listed 2024-03-05, absent 2024-06-14)
Form ADVobserved 5 days ago
Occurred
Feb 23, 2024
First Form ADV filing
Syntheticfi Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ded694a7-87ae-1505-66c7-0bae2089ed7d
First observed: Feb 23, 2024
Last observed: Apr 17, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.

SYNTHETICFI LLC

CRD 330200

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ded694a7-87ae-1505-66c7-0bae2089ed7d

Data as of Apr 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:38 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Yucheng Yang

n/a

SAN FRANCISCO, CA

n/a

Yezhou Wang

n/a

SAN FRANCISCO, CA

n/a

Congying Xiang

n/a

SAN FRANCISCO, CA | Oregon, WI

n/a

Cooper Douglas Richmond

n/a

SAN FRANCISCO, CA

n/a

THOMAS JON CASPER

n/a

SAN FRANCISCO, CA | Winter Park, FL

COREY DAVID ROUN

n/a

Maitland, FL | SAN FRANCISCO, CA

Theodore Glen Jans

n/a

Bangor, ME | SAN FRANCISCO, CA

n/a

LONBAYE DASARTE YARNWAY

n/a

SAN FRANCISCO, CA

Michael O'Dwyer

n/a

Centennial, CO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CYCLONE TECHNOLOGIES, INC.

Parent

yes

01/2024

Apr 17, 2026

Wang, Yezhou

CHIEF REVENUE OFFICER

yes

09/2023

Apr 17, 2026

Yang, Yucheng

CHIEF EXECUTIVE OFFICER

yes

06/2023

Apr 17, 2026

Wang, Yezhou

CHIEF REVENUE OFFICER

yes

09/2023

Feb 23, 2024

Nov 15, 2024

Yang, Yucheng

CHIEF EXECUTIVE OFFICER

yes

06/2023

Feb 23, 2024

Nov 15, 2024

Xiang, Congying

CHIEF COMPLIANCE OFFICER

04/2026

Apr 17, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 17, 2026

$993M

n/a

2024

Mar 11, 2025

$153M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$993M

$153M

548.1%

n/a