SyntheticFi LLC

SyntheticFi provides investment advisory and sub‑advisory services primarily to other registered investment advisers and also to individual clients, corporations, and small businesses. The firm implements a box spread option strategy and manages index option positions on either a discretionary or non‑discretionary basis as an alternative to margin loans and securities‑based lines of credit.

The firm’s investment approach centers on automated trading of exchange‑traded European‑style S&P 500 index options, with client‑facing software that lets clients select box size and receives ongoing performance reporting, margin monitoring, and alerts. SyntheticFi uses a suitability questionnaire during onboarding to limit engagements and, when acting as a sub‑advisor, calculates assets under management for option positions as the absolute value of the positions’ value‑at‑expiration.

Noteworthy disclosures in the brochure include the explicit use of derivatives in managed accounts through its box‑spread strategy, web‑based performance and margin analytics, and formal referral arrangements with third‑party “Promoters” that are compensated for client introductions. The firm was formed in January 2024, is indirectly owned by Cyclone Technologies, and highlights technology and coding‑error risks tied to its proprietary software.