Single Family OfficeRIA · CRD 306124SEC-Registered

Updated:

Synergy Divorce Solutions

Synergy Divorce Solutions is an SEC-registered investment adviser in Annapolis, MD. It has one employee and one investment adviser. The firm is based in...

Synergy Divorce Solutions

Synergy Divorce Solutions is an SEC-registered investment adviser in Annapolis, MD. It has one employee and one investment adviser. The firm is based in Annapolis.

General information

Firm type

Single Family Office

Sector focus

Legal ServicesReal Estate

Frequently asked questions

Who runs investment decisions at Synergy Divorce Solutions?

The firm's leadership is not publicly disclosed. Investment decisions are likely handled by a small team of advisors with expertise in family law, taxation, and asset management.

How does Synergy Divorce Solutions source proprietary deal flow?

The firm's deal flow is primarily referral-based from family law attorneys, forensic accountants, and wealth advisors who work with divorcing couples. Public information on external sourcing is limited.

Is Synergy Divorce Solutions structured as a single family office or does it operate more like a wealth management firm?

Available data suggests it operates as a single family office, managing the wealth of one or a few families through divorce transitions. It does not appear to function as a multi-family office or RIA serving a broad client base.

What investment stages does Synergy Divorce Solutions typically target?

The firm's investment focus is on liquidity and asset preservation rather than growth-stage allocations. It prioritizes cash, public securities, and income-generating real estate to support post-divorce financial stability.

Which sectors does Synergy Divorce Solutions explicitly avoid?

No explicit sector exclusions are documented. However, given its mandate, the firm likely avoids illiquid, high-risk, or long-term lock-up investments that would be unsuitable for clients transitioning to single ownership.

Does Synergy Divorce Solutions maintain philanthropic structures, and how are they separated?

No philanthropic structures are reported in connection with Synergy Divorce Solutions. The firm's primary work involves dividing marital assets rather than managing charitable funds.

What is Synergy Divorce Solutions' known posture on co-investments alongside external GPs?

There is no public evidence that Synergy Divorce Solutions engages in co-investments. Its core function is divorce-related asset management, not capital deployment in external funds or direct deals.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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