Synergy Asset Management
Synergy Asset Management is a multi-family office headquartered in Geneva, Switzerland. Founded in 1999, the firm originates from the entrepreneurial wealth of former private-banking executive Jay Oberai and partners, and it manages diversified portfolios,...
Synergy Asset Management
Synergy Asset Management is a multi-family office headquartered in Geneva, Switzerland. Founded in 1999, the firm originates from the entrepreneurial wealth of former private-banking executive Jay Oberai and partners, and it manages diversified portfolios, succession planning and direct investments for international high-net-worth families, drawing on Swiss regulatory stability and discretionary asset-management expertise. It also advises on philanthropy, real assets, and thematic alternative strategies.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Bellevue
Corporate office
—
Frequently asked questions
What is Synergy Asset Management?
Synergy Asset Management is a multi family office headquartered in Bellevue.
Where is Synergy Asset Management headquartered?
Synergy Asset Management is headquartered in Bellevue, in the North America region.
What does Altss track for Synergy Asset Management?
Altss maintains an OSINT-verified profile of Synergy Asset Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Synergy Asset Management's website?
Synergy Asset Management's public website is synergy-am.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Synergy Asset Management?
Synergy Asset Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Synergy Asset Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Synergy Asset Management?
Synergy Asset Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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