# The Syndicate Group

The Syndicate Group is a Private Equity based in Palos Verdes Estates, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Palos Verdes Estates, United States
- **Region:** North America
- **Address:** Palos Verdes Estates, CA, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** syndicategroup.com
- **LinkedIn:** https://www.linkedin.com/company/syndicatela

## Regulatory record

- **CRD number:** 298881
- **Registration status:** Registered
- **Latest Form ADV filing:** 2024-03-28T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298881

## About

The Syndicate Group (TSG) helps startups scale faster by organizing exclusive investment access for their strategic ecosystem. TSG seamlessly connects strategic ecosystem players and startups to foster lucrative resale partnerships, accelerate speed to market, and provide exclusive pre-IPO investment opportunities. The proprietary TSG Platform matches startups with impactful partners and investors.

## Sectors

- Cybersecurity
- Enterprise Software
- AI/ML
- SaaS
- Data & Analytics
- Cloud Infrastructure

## People

- Chad Cardenas — CEO
- Natalie Pond — Operations
- Mohit Aron — Startup Advisory
- Leonard Iventosch — Channels & Investment Strategy
- Dan Warmenhoven — Venture & Growth Strategy
- Declan Morris — Technology & CXO Advisory
- John Jack — Venture & Board Strategy
- Jeff Bawol — Strategic Channel Development
- Malcolm Harkins — Cybersecurity Advisory
- Selim Aissi — Cybersecurity Advisory
- Gary Brown — Go To Market Advisory
- DJ Goldsworthy — CXO & Security Advisory
- Brandon Lee — Product Management & Development
- Doug Kato — Product Management & Development

## Questions

### Who runs investment decisions at The Syndicate Group?

CEO Chad Cardenas leads the firm's investment strategy alongside a senior advisory team. Cardenas previously co-founded and scaled Trace3 to a $500M revenue IT integrator, and later founded InstantScale Ventures, where he developed the syndicate-based model. Advisory board members like Mohit Aron and Dan Warmenhoven contribute technology and growth-stage underwriting expertise, but final investment decisions flow through Cardenas and the core partnerships team.

### How does The Syndicate Group source proprietary deal flow?

TSG sources primarily through its operating network of CIOs, channel chiefs, and reseller executives rather than through traditional venture intermediaries. Because its investors are themselves enterprise buyers and go-to-market partners, they surface startups that are already deployed in significant production environments. The firm has publicly listed investments in Cohesity, Abnormal Security, and AppOmni — each of which aligns with the infrastructure and security requirements of large-scale enterprise IT.

### Does The Syndicate Group participate in fund commitments or only direct deals?

Based on publicly available information, TSG focuses on direct, deal-specific syndications and does not market a traditional commingled fund vehicle. The firm’s model organizes co-investment alongside the strategic partners who provide go-to-market acceleration. There is no disclosed track record of fund-of-funds commitments or LP positions in external venture funds.

## Related profiles

- [The Summit Group](https://altss.com/profile/the-summit-group)
- [Third Wave Ventures](https://altss.com/profile/third-wave-ventures)

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Last updated: 2026-08-11T15:08:18.003Z

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