LP Profile

Synergy Asset Management

Also known as Synergy

Multi Family Office (MFO)Geneva, SwitzerlandFounded 1999
$2.0B
Assets Under Management
Geneva
Headquarters
Investment Focus

About Synergy Asset Management

Synergy Asset Management (Synergy) is a multi-family office based in Geneva, Switzerland. Established in 1999, the firm provides financial advisory services to high-net-worth clients, families, and businesses. The firm is a member of the Swiss Group of Independent Financial Advisors (GSCGI).

Preferred Investment Types

Co-InvestingGrowth CapitalInvestment FundsJoint Venture/PartnerMergers & Acquisitions/BuyoutsShort-Term InvestmentsVenture Capital

Preferred Sectors & Themes

Business & Administrative ServicesCorporate Finance ConsultingDiversified Finance ConsultingEquity/Mutual FundsHedge FundsInvestment ManagementLegal & Tax ServicesMulti-Asset InvestingReal AssetsResearch & Consulting ServicesTrust ManagementWealth & Estate PlanningAlternative InvestmentsCommercial & Professional ServicesFinancial ServicesFinanceProfessional Business ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Synergy Asset Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.3B
Total Clients
5,353
Filing Date
March 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Synergy Asset Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Synergy Asset Management?

Synergy Asset Management is a multi family office (mfo) based in Geneva, Switzerland, managing approximately $2.0B in assets.

Where is Synergy Asset Management headquartered?

Synergy Asset Management is headquartered in Geneva, Switzerland.

How much does Synergy Asset Management manage?

Synergy Asset Management manages approximately $2.0B in assets under management.

When was Synergy Asset Management founded?

Synergy Asset Management was founded in 1999.

What does Synergy Asset Management invest in?

Synergy Asset Management focuses on Co-Investing, Growth Capital, Investment Funds, Joint Venture/Partner, Mergers & Acquisitions/Buyouts, Short-Term Investments, Venture Capital, Business & Administrative Services.

How can I contact Synergy Asset Management?

Verified contact details, key decision-makers, and investment preferences for Synergy Asset Management are available on LPbacked. Create a free account to access them.