SYNTRINSIC LLC

CRD #327054 SEC #801-128211 DENVER, CO 303-296-7100

SEC Registered

Total AUM

$1.7B

Discretionary

$1.3B

Employees

Clients

Accounts

464

Firm Details

Organization Type: Limited Liability Company
State of Formation: Kansas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jul 19, 2024
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ABSHER, AKASHA, NGINA	I	CO-PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
ABSHER, AKASHA, NGINA	I	CO-PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
ABSHER, AKASHA, NGINA	I	CO-PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
ABSHER, AKASHA, NGINA	I	CO-PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
ABSHER, AKASHA, NGINA	I	CO-PRESIDENT & CHIEF OPERATING OFFICER	NA	Control
ABSHER, AKASHA, NGINA	I	CO-PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
ABSHER, AKASHA, NGINA	I	CO-PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
ABSHER, AKASHA, NGINA	I	CO-PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
ABSHER, AKASHA, NGINA	I	CO-PRESIDENT & CHIEF OPERATING OFFICER	NA	Control
ABSHER, AKASHA, NGINA	I	CO-PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
ABSHER, AKASHA, NGINA	I	CO-PRESIDENT & CHIEF OPERATING OFFICER	NA	Control
Lacey, Jason	I	CHIEF COMPLIANCE OFFICER	NA
Lacey, Jason	I	CHIEF COMPLIANCE OFFICER	NA
RUPPEL, VALERIE, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RUPPEL, VALERIE, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RUPPEL, VALERIE, LYNN	I	CHIEF COMPLIANCE OFFICER	NA	Control
VALORE-CAPLAN, BENJAMIN, HOWARD	I	CO-PRESIDENT	NA	Control
VALORE-CAPLAN, BENJAMIN, HOWARD	I	CO-PRESIDENT	NA	Control
VALORE-CAPLAN, BENJAMIN, HOWARD	I	CO-PRESIDENT	NA	Control
VALORE-CAPLAN, BENJAMIN, HOWARD	I	CO-PRESIDENT	NA	Control
VALORE-CAPLAN, BENJAMIN, HOWARD	I	CO-PRESIDENT	NA	Control
VALORE-CAPLAN, BENJAMIN, HOWARD	I	CO-PRESIDENT	NA	Control
VALORE-CAPLAN, BENJAMIN, HOWARD	I	CO-PRESIDENT	NA	Control
VALORE-CAPLAN, BENJAMIN, HOWARD	I	CO-PRESIDENT	NA	Control
VALORE-CAPLAN, BENJAMIN, HOWARD	I	CO-PRESIDENT	NA	Control
VALORE-CAPLAN, BENJAMIN, HOWARD	I	CO-PRESIDENT	NA	Control
VALORE-CAPLAN, BENJAMIN, HOWARD	I	CO-PRESIDENT	NA	Control
IMA ADVISORS LLC	DE	MEMBER	E	Control
IMA ADVISORS LLC	DE	MEMBER	E	Control
IMA ADVISORS LLC	DE	MEMBER	E	Control
IMA ADVISORS LLC	DE	MEMBER	E	Control
IMA ADVISORS LLC	DE	MEMBER	E	Control
IMA ADVISORS LLC	DE	MEMBER	E	Control
IMA ADVISORS LLC	DE	MEMBER	E	Control
IMA ADVISORS LLC	DE	MEMBER	E	Control
IMA ADVISORS LLC	DE	MEMBER	E	Control
IMA ADVISORS LLC	DE	MEMBER	E	Control
IMA FINANCIAL GROUP, INC.	DE	MEMBER	E	Control
IMA FINANCIAL GROUP, INC.	DE	MEMBER	E	Control
IMA FINANCIAL GROUP, INC.	DE	MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
IMA FINANCIAL GROUP, INC.	DE	IMA ADVISORS LLC	E	Control
IMA FINANCIAL GROUP, INC.	DE	IMA ADVISORS LLC	E	Control
IMA FINANCIAL GROUP, INC.	DE	IMA ADVISORS LLC	E	Control
IMA FINANCIAL GROUP, INC.	DE	IMA ADVISORS LLC	E	Control
IMA FINANCIAL GROUP, INC.	DE	IMA ADVISORS LLC	E	Control
IMA FINANCIAL GROUP, INC.	DE	IMA ADVISORS LLC	E	Control
IMA FINANCIAL GROUP, INC.	DE	IMA ADVISORS LLC	E	Control
IMA FINANCIAL GROUP, INC.	DE	IMA ADVISORS LLC	E	Control
IMA FINANCIAL GROUP, INC.	DE	IMA ADVISORS LLC	E	Control
IMA FINANCIAL GROUP, INC.	DE	IMA ADVISORS LLC	E	Control

Registrations

Federal

Jul 19, 2024 REGISTERED

Notice Filings (13)

CA CO GA IL MT NC NJ NY SC TN TX UT VA

Address

1705 17TH STREET
SUITE 100
DENVER, CO 80202
United States

Phone: 303-296-7100