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SYNERGY FUND MANAGEMENT GROUP LIMITED
CRD 168167File 801-112597
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$490.3M
Above cohort median (national)
Discretionary AUM
$250.2M
Non-discretionary $240.1M
Clients
10
10 accounts
Employees
9
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 12, 2018
- Principal office
- 11/F, CLUB LUSITANO BUILDING, 16 ICE HOUSE STREET, CENTRAL
- Phone
- +852 2851 6772
- Website
- https://www.synergyfmg.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $490.3M
- Discretionary AUM
- $250.2M
- Non-discretionary AUM
- $240.1M
- Discretionary accounts
- 7
- Non-discretionary accounts
- 3
- Total accounts
- 10
- AUM per client
- $49.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $72.4M |
| Charitable organizations | Fewer than 5 | $167.7M |
| Pooled investment vehicles | 7 | $250.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.