Private EquityRIA · CRD 305961SEC-Registered

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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.

What investment stages does Synergy Investment Management typically target?

Available Altss research categorizes the firm's strategy as venture and general venture capital, suggesting a focus on early-stage and growth-stage investments. Specific check sizes and stage mandates are not publicly disclosed.

How does Synergy Investment Management source deals?

Deal origination patterns are not documented in public sources. As a Shanghai-based onshore manager, the firm likely relies on domestic entrepreneurial networks and local government relationships, though no specific sourcing advantages are confirmed in public record.

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 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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