$202.9M Total AUM
$202.8M Disc. AUM
9.3% 3Y CAGR
2 Employees
108 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jefferies
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-18-2012
- Office Locations
- 1
Office Locations
150 East Palmetto Park Road Suite 800 Boca Raton FL
About Syntax Research, Inc.
Syntax Research, Inc. (Syntax Capital, LLC) is a Boca Raton, FL RIA serving retail and institutional clients with asset management, portfolio construction, and risk management. Portfolios are primarily ETF-based SMAs, complemented by mutual funds and selective fixed income/alternatives, with a stated focus on entrepreneurs. Access to firm materials is via an invitation-only secure site.
Team overview
59 AVG AGE
$101.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
12.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
SANDEEP SHARMA
Financial Advisor, FOUNDER, General Partner, PRINCIPAL
- CRD
- #1721253
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,798,258 | $893,384 |
| Non-Discretionary | $136,476 | $45,492 |
| Total | $202,934,734 | $882,325 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
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| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
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13F Holdings | Q1 2026
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| Available | Available | Available | Available | Available | Available |
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