SYNERGY FUND MANAGEMENT GROUP LIMITED
CRD #168167 SEC #801-112597 CENTRAL +852 2851 6772
SEC Registered Private Funds
Total AUM
$453.4M
Discretionary
$290.7M
Employees
8
Clients
--
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $453.4M | $290.7M | $162.8M | 8 | 0 |
| Mar 2024 | $642.6M | $518M | $124.6M | 8 | 0 |
| Mar 2023 | $807.8M | $617.5M | $190.3M | 10 | 0 |
| Nov 2022 | $897.5M | $586.2M | $311.3M | 10 | 0 |
| Mar 2022 | $897.5M | $586.2M | $311.3M | 10 | 0 |
| Mar 2021 | $825.4M | $551.4M | $274M | 9 | 0 |
| Mar 2020 | $455.4M | $323.9M | $131.5M | 8 | 0 |
| Mar 2019 | $333M | $235M | $98M | 8 | 0 |
| Feb 2018 | $289M | $247.5M | $41.5M | 10 | 0 |
DateMar 2025
Total AUM$453.4M
Discretionary$290.7M
Non-Disc.$162.8M
Employees8
Clients0
DateMar 2024
Total AUM$642.6M
Discretionary$518M
Non-Disc.$124.6M
Employees8
Clients0
DateMar 2023
Total AUM$807.8M
Discretionary$617.5M
Non-Disc.$190.3M
Employees10
Clients0
DateNov 2022
Total AUM$897.5M
Discretionary$586.2M
Non-Disc.$311.3M
Employees10
Clients0
DateMar 2022
Total AUM$897.5M
Discretionary$586.2M
Non-Disc.$311.3M
Employees10
Clients0
DateMar 2021
Total AUM$825.4M
Discretionary$551.4M
Non-Disc.$274M
Employees9
Clients0
DateMar 2020
Total AUM$455.4M
Discretionary$323.9M
Non-Disc.$131.5M
Employees8
Clients0
DateMar 2019
Total AUM$333M
Discretionary$235M
Non-Disc.$98M
Employees8
Clients0
DateFeb 2018
Total AUM$289M
Discretionary$247.5M
Non-Disc.$41.5M
Employees10
Clients0