SYNTAX RESEARCH, INC.
CRD #151948 SEC #801-76880 BOCA RATON, FL (855) 796-8296
SEC Registered Private Funds
Total AUM
$196.6M
Discretionary
$196.5M
Employees
2
Clients
0
Accounts
227
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $196.6M | $196.5M | $141.1K | 2 | 0 |
| Mar 2024 | $177.8M | $177.7M | $113.2K | 2 | 0 |
| Mar 2023 | $156.4M | $149.7M | $6.7M | 2 | 0 |
| Mar 2022 | $192.4M | $185.5M | $6.9M | 2 | 0 |
| Mar 2021 | $165.6M | $160.2M | $5.4M | 2 | 0 |
| Sep 2020 | $159.2M | $154M | $5.3M | 1 | 0 |
| Jun 2020 | $159.2M | $154M | $5.3M | 1 | 0 |
| Mar 2020 | $159.2M | $154M | $5.3M | 1 | 0 |
| Mar 2019 | $128.4M | $121.8M | $6.7M | 1 | 0 |
| Jul 2018 | $130M | $121M | $9M | 2 | 0 |
| Apr 2018 | $130M | $121M | $9M | 2 | 0 |
| Mar 2018 | $130M | $121M | $9M | 2 | 0 |
| Mar 2017 | $126.6M | $118M | $8.5M | 2 | 200 |
| Jan 2017 | $96.9M | $93.2M | $3.7M | 2 | 200 |
| Mar 2016 | $96.9M | $93.2M | $3.7M | 2 | 200 |
| Mar 2015 | $91.6M | $89M | $2.7M | 2 | 200 |
| Nov 2014 | $71.5M | $69.3M | $2.2M | 2 | 200 |
| Mar 2014 | $71.5M | $69.3M | $2.2M | 2 | 200 |
| Jul 2013 | $95.2M | $64.7M | $30.4M | 2 | 300 |
| Apr 2013 | $95.2M | $64.7M | $30.4M | 2 | 300 |
| Jun 2012 | $108.5M | $51.3M | $57.2M | 1 | 200 |
DateFeb 2025
Total AUM$196.6M
Discretionary$196.5M
Non-Disc.$141.1K
Employees2
Clients0
DateMar 2024
Total AUM$177.8M
Discretionary$177.7M
Non-Disc.$113.2K
Employees2
Clients0
DateMar 2023
Total AUM$156.4M
Discretionary$149.7M
Non-Disc.$6.7M
Employees2
Clients0
DateMar 2022
Total AUM$192.4M
Discretionary$185.5M
Non-Disc.$6.9M
Employees2
Clients0
DateMar 2021
Total AUM$165.6M
Discretionary$160.2M
Non-Disc.$5.4M
Employees2
Clients0
DateSep 2020
Total AUM$159.2M
Discretionary$154M
Non-Disc.$5.3M
Employees1
Clients0
DateJun 2020
Total AUM$159.2M
Discretionary$154M
Non-Disc.$5.3M
Employees1
Clients0
DateMar 2020
Total AUM$159.2M
Discretionary$154M
Non-Disc.$5.3M
Employees1
Clients0
DateMar 2019
Total AUM$128.4M
Discretionary$121.8M
Non-Disc.$6.7M
Employees1
Clients0
DateJul 2018
Total AUM$130M
Discretionary$121M
Non-Disc.$9M
Employees2
Clients0
DateApr 2018
Total AUM$130M
Discretionary$121M
Non-Disc.$9M
Employees2
Clients0
DateMar 2018
Total AUM$130M
Discretionary$121M
Non-Disc.$9M
Employees2
Clients0
DateMar 2017
Total AUM$126.6M
Discretionary$118M
Non-Disc.$8.5M
Employees2
Clients200
DateJan 2017
Total AUM$96.9M
Discretionary$93.2M
Non-Disc.$3.7M
Employees2
Clients200
DateMar 2016
Total AUM$96.9M
Discretionary$93.2M
Non-Disc.$3.7M
Employees2
Clients200
DateMar 2015
Total AUM$91.6M
Discretionary$89M
Non-Disc.$2.7M
Employees2
Clients200
DateNov 2014
Total AUM$71.5M
Discretionary$69.3M
Non-Disc.$2.2M
Employees2
Clients200
DateMar 2014
Total AUM$71.5M
Discretionary$69.3M
Non-Disc.$2.2M
Employees2
Clients200
DateJul 2013
Total AUM$95.2M
Discretionary$64.7M
Non-Disc.$30.4M
Employees2
Clients300
DateApr 2013
Total AUM$95.2M
Discretionary$64.7M
Non-Disc.$30.4M
Employees2
Clients300
DateJun 2012
Total AUM$108.5M
Discretionary$51.3M
Non-Disc.$57.2M
Employees1
Clients200