Capital Synergy Partners, Inc.
CRD 148733SEC# 801-136697Irvine, CA
No longer SEC-registered. Capital Synergy Partners, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$102.3M
Employees
46
Accounts
331
Location
Irvine, CA
Capital Synergy Partners, Inc. assets under management
Capital Synergy Partners, Inc. is an investment advisory firm registered with the SEC based in Irvine, CA. It reports $102.3 million in regulatory assets under management and employs 46 people.
Capital Synergy Partners, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew a. Holden Family Trust 12/20/2000 | Owner | Over 75% | 2000 |
| Andrew Alan Holden Control | Trustee & President | Under 5% | 2011 |
| Matthew Austin Gandy | Principal | Under 5% | 2020 |
| Reyheena Maria Faxon | Finop | Under 5% | 2015 |
| Ronald Edward Snider | Prinicpal | Under 5% | 2010 |
| Timothy Roy Staley Control | Chief Compliance Officer & Aml Officer | Under 5% | 2018 |
| Andrew Alan Holden | Trustee | Over 75% | 2000 |
Frequently asked questions
How much does Capital Synergy Partners, Inc. manage?
Capital Synergy Partners, Inc. reports $102.3 million in regulatory assets under management on its Form ADV.
How many employees does Capital Synergy Partners, Inc. have?
Capital Synergy Partners, Inc. reports 46 employees.
Where is Capital Synergy Partners, Inc. located?
Capital Synergy Partners, Inc. is based in Irvine, CA.
Does Capital Synergy Partners, Inc. disclose fund performance?
Capital Synergy Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2860 Michelle Drive, Suite 150, Irvine, CA 92606 |
| Office hours | 7:30 a.m. - 4:30 p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,306 advisers
EmployeesTop 13%
More than 87% of 16,824 advisers
Assets under management
$102.3Mregulatory AUM
Discretionary $0Non-discretionary $102.3M