Synergy Asset Management Fund Manager Profile

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Type

Hedge Fund Manager

Location

Vancouver WA US

Alternative Asset Classes

Established

2001

Firm Ownership

Investment Team Staff

Total Staff

Established in July of 2001 , Synergy Asset Management, formerly Synergy Financial Management, is a Washington-based hedge fund manager. The firm provides personalized confidential financial planning and investment management to a variety of clients, including individuals, businesses, business owners, and trusts.

Asset Class	No. of Funds Currently Managed	Strategies
Private Equity	-	-
Real Estate	-	-
Private Debt	-	-
Infrastructure	-	-
Natural Resources	-	-

Asset Class	No. of Funds Currently Managed	AuM	Date of AuM	Strategies
Hedge Funds	2			Long/Short Equity, Value-Oriented

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5 Known Decision Makers

Position	Location	Asset Class
Investment Advisor Representative	Vancouver, US	HF
President	Vancouver, US	HF
Chief Investment Officer	Vancouver, US	HF
Founder and Managing Partner, Rowan Street Capital	Vancouver, US	HF
Portfolio Manager & Financial Analyst	Vancouver, US	HF

Showing 5 of 5 known decision makers at Synergy Asset Management

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2 Hedge Funds Managed

Fund Name	Share Classes	Inception Date	Core Strategy	Status	Latest AUM
			Long/Short Equity	Active
			Value-Oriented	Active

Showing 2 of 2 hedge funds managed by Synergy Asset Management