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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-04-2024
- Office Locations
- 5
Office Locations
About Syntheticfi LLC
SyntheticFi is an SEC-registered advisor that provides securities-backed lending for independent RIAs and their clients, helping fund liquidity needs (e.g., real estate, bridge financing, debt consolidation) while keeping portfolios intact. The platform offers floating-rate lines of credit and fixed-rate term loans (up to 5 years), with streamlined onboarding and advisor support. Loans are priced using exchange-listed options “box spreads” cleared through the OCC and can integrate with custodians such as Schwab.
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Owner & Executives
Yezhou Wang
CHIEF REVENUE OFFICER
- CRD
- #7877905
- Ownership
- 25% but less than 50%
Yucheng Yang
Chief Executive Officer
- CRD
- #7877889
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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THOMAS JON CASPER
--
- CRD
- #2759564
Theodore Glen Jans
--
- CRD
- #7364813
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $992,895,205 | $1,591,178 |
| Non-Discretionary | $0 | -- |
| Total | $992,895,205 | $1,591,178 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Total | Available | Available |
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