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Synergy Investment Management
Synergy Investment Management is an SEC-registered investment adviser in Altamonte Springs, FL, registered since 2024. The firm manages $681 million in assets,...
Synergy Investment Management
Synergy Investment Management is an SEC-registered investment adviser in Altamonte Springs, FL, registered since 2024. The firm manages $681 million in assets, with $673 million on a discretionary basis. It has 22 employees and 16 investment advisers.
General information
Firm type
Private Equity
Year founded
2005
Location
Region
Asia
Country
China
City
Altamonte Springs
Corporate office
Shanghai, China
Frequently asked questions
Who runs investment decisions at Synergy Investment Management?
Key principals and investment committee members are not publicly identified. The firm has not listed senior leadership on its corporate website or professional networks, limiting visibility into who directs capital allocation decisions.
Is Synergy Investment Management structured as an onshore RMB fund or an offshore USD fund?
Synergy Investment Management operates from Shanghai as a domestic Chinese entity. This onshore structure means it primarily raises and deploys RMB capital within mainland China, subject to the regulatory framework of the Asset Management Association of China rather than the offshore limited partnership model used by Cayman-based funds.
Does Synergy Investment Management accept foreign limited partners?
Onshore RMB funds managed by Chinese firms face significant restrictions on directly admitting foreign capital. Unless the firm has established a Qualified Foreign Limited Partner (QFLP) designation or a parallel offshore vehicle, participation by non-Chinese LPs is structurally difficult. No such vehicles are publicly known.
Profile maintained by Altss 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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