Synergy Fund Management Group Limited logo

Synergy Fund Management Group Limited

Updated today

Total assets under management

$490,332,000

Total clients

0

Total advisors

0

of 9 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

Average account size

About

Synergy Fund Management Group Limited acts as investment manager to a suite of privately pooled investment vehicles and provides discretionary management for separately managed accounts (SMAs). Its investors are required to qualify as accredited investors or qualified purchasers and generally consist of institutional investors, family offices and high‑net‑worth individuals.

The firm allocates to portfolio funds across a range of strategies — including market neutral, equity long/short, convertible bond arbitrage, distressed securities, fixed‑income arbitrage, macro and opportunistic long‑only — combining top‑down asset allocation with bottom‑up manager selection and ongoing risk monitoring. Investment decisions are supported by proprietary analytical and risk‑management tools, periodic rebalancing, and limited use of leverage for hedging or opportunity purposes.

Synergy is distinctive among U.S.-registered peers in that its principal office is outside the United States and it operates under multiple non‑U.S. regulatory frameworks; it is licensed for advising and asset management in Hong Kong and is an exempt commodity pool operator with U.S. regulators. The firm also uses a cross‑jurisdictional operating model, managing Cayman‑incorporated master/feeder funds and working with a Singapore‑licensed affiliate that acts as co‑manager on several market‑neutral funds.

Client services

Portfolio management

Expertise

Active portfolio management Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Performance-based

Up to 10% of increase in NAV attributable to investment performance during performance period, subject to high-water mark, calculated and payable annually.

Other

Account minimum: $250,000 - $1,000,000 depending on Fund class

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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