SYNDICATED CAPITAL, INC.
CRD #29037 SEC #801-129421 DIAMOND BAR, CA 310-751-7098
SEC Registered Broker-Dealer Disclosures
Total AUM
$123M
Discretionary
$118M
Employees
12
Clients
0
Accounts
393
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $123M | $118M | $5M | 12 | 0 |
| Mar 2024 | $115.3M | $109.4M | $5.9M | 12 | 0 |
| Jan 2024 | $109.6M | $105.8M | $3.9M | 12 | 0 |
| Dec 2023 | $109.6M | $105.8M | $3.9M | 12 | 0 |
| Jan 2004 | $4M | $4M | $0 | 5 | -- |
DateMar 2025
Total AUM$123M
Discretionary$118M
Non-Disc.$5M
Employees12
Clients0
DateMar 2024
Total AUM$115.3M
Discretionary$109.4M
Non-Disc.$5.9M
Employees12
Clients0
DateJan 2024
Total AUM$109.6M
Discretionary$105.8M
Non-Disc.$3.9M
Employees12
Clients0
DateDec 2023
Total AUM$109.6M
Discretionary$105.8M
Non-Disc.$3.9M
Employees12
Clients0
DateJan 2004
Total AUM$4M
Discretionary$4M
Non-Disc.$0
Employees5
Clients--