# Financial Synergies

Financial Synergies is a Multi Family Office based in Houston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Assets under management:** Undisclosed
- **Website:** financialsynergies.com

## Regulatory record

- **CRD number:** 105643
- **SEC file number:** 801-30106
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105643

## About

FINANCIAL SYNERGIES is an SEC-registered investment adviser in HOUSTON, TX, registered since 1987. The firm manages $1.8 billion in assets under management, $1.8 billion on a discretionary basis. It has 21 employees and 16 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Infrastructure
- Energy Transition & Renewables

## Questions

### What types of investments does Financial Synergies make?

The firm focuses on direct real estate, private credit, and energy infrastructure — often renewable energy projects. It favors co-investments and club deals over fund-of-funds or liquid public holdings.

### Where does Financial Synergies operate geographically?

The firm is headquartered in Houston, Texas, and invests primarily in US energy and infrastructure assets, notably the Gulf Coast region. Limited exposure extends to renewable projects in the southern US.

## Related profiles

- [Kahn Brothers Asset Management Corp](https://altss.com/profile/kahn-brothers-asset-management-corp)
- [PGIM](https://altss.com/profile/pgim-inc)

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Last updated: 2026-07-06T01:24:16.598Z

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