Synergy Asset Management, LLC
● SEC registered since 2005CRD 117201SEC# 801-64132Vancouver, WA
Ranks #2,687 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.3B
Fund GAV
$19.7M
Private funds
1
Employees
14
Accounts
5,353
Location
Vancouver, WA
Synergy Asset Management, LLC assets under management
Synergy Asset Management, LLC is an investment advisory firm registered with the SEC based in Vancouver, WA. The firm has been registered since 2005. It reports $1.3 billion in regulatory assets under management and employs 14 people. Synergy Asset Management, LLC manages 1 private fund with combined gross assets of $19.7 million, including Rowan Street Capital, LLC. By regulatory assets, it ranks 2,687 of 6,004 private fund managers.
Synergy Asset Management, LLC private funds
1 funds · $19.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rowan Street Capital, LLC | Hedge | $19.7M | $100K |
Synergy Asset Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Merrell Maas Control | Principal | Under 5% | 2001 |
| Sfm2 LLC | 20% Owner | 10-25% | 2023 |
| Synergy Financial Services, Inc. Control | 79% Owner | Over 75% | 2001 |
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Join to unlock · $37/moFrequently asked questions
How much does Synergy Asset Management, LLC manage?
Synergy Asset Management, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Synergy Asset Management, LLC manage?
Synergy Asset Management, LLC manages 1 private funds with combined gross assets of $19.7 million.
How many employees does Synergy Asset Management, LLC have?
Synergy Asset Management, LLC reports 14 employees.
Where is Synergy Asset Management, LLC located?
Synergy Asset Management, LLC is based in Vancouver, WA and has been SEC-registered since 2005.
Does Synergy Asset Management, LLC disclose fund performance?
Synergy Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA 98684 |
| Phone | 206-386-5455 |
| Fax | 206-386-5452 |
| Office hours | 8:00a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1699080 |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$1.3B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
AUM vs fund managersTop 45%
Larger than 55% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.3Bregulatory AUM
Discretionary $1.3B
Service providers
Auditor
Prime broker
Custodian
Administrator