$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
0 Employees
2 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2007
- Office Locations
- 1
Office Locations
-- Round Rock TX
About Synergy Capital Advisors, LLC
Synergy Capital Investments is an Atlanta-based private equity firm that acquires, partners with, and helps manage small to mid-market operating businesses through acquisitions and joint ventures. The team provides strategic financial advice and capital management, plus direct access to funding and a local network of investors and advisors. It also supports early-stage companies via venture capital and fund-of-funds investing.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
19.6 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
GREGORY ANSON ALVES
Advisor, DIRECTOR
- CRD
- #4485600
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,196,191 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,196,191 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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