SYNERGY FINANCIAL GROUP OF ARIZONA, LLC
SEC file number 801-71423
· SCOTTSDALE, AZ
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$70.8M
Discretionary AUM
$69.5M
Employees
—
Clients
200
Firm
- Address
- 8283 N. HAYDEN RD.
SCOTTSDALE, AZ 85258 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Avance Synergy Infrastructure Co-Investors, LLC Low name-match confidence · CIK 1936298 · NY
- Blueshift Synergy Fund, LP Low name-match confidence · CIK 1727532 · NJ
- Blueshift Synergy Offshore Fund, Ltd Low name-match confidence · CIK 1727533 · NJ
- Collective Synergy I a Series of E1 Ventures Master LLC Low name-match confidence · CIK 2058090 · DE
- Collective Synergy II a Series of E1 Ventures Master LLC Low name-match confidence · CIK 2058531 · DE
- Karncy SME Synergy Fund LLC Low name-match confidence · CIK 2151407 · TX
- ONCOSYNERGY, INC. Low name-match confidence · CIK 1556747 · CT
- PowerPlus Capital Synergy Fund I LLC Low name-match confidence · CIK 2106326 · TX
- SYNERGY APEX PARTNERS, LLC Low name-match confidence · CIK 2132240 · DE
- Synergy Asia Feeder Fund Low name-match confidence · CIK 1571029 · E9
- Synergy Asia Market Neutral Fund Low name-match confidence · CIK 1802619 · E9
- Synergy Asia Market Neutral Master Fund Low name-match confidence · CIK 1796009 · E9
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Karncy SME Synergy Fund LLC · D · Oct 5, 2026$20M
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ONCOSYNERGY, INC. · D · May 26, 2026$8.2M
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SYNERGY APEX PARTNERS, LLC · D · May 5, 2026$20M
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Synergy Asia Market Neutral Master Fund · D/A · Mar 18, 2026
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Synergy Asia Market Neutral Fund · D/A · Mar 18, 2026
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Synergy Asia Feeder Fund · D/A · Mar 18, 2026
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PowerPlus Capital Synergy Fund I LLC · D · Feb 19, 2026$30M
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Blueshift Synergy Offshore Fund, Ltd · D/A · Dec 19, 2025
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Blueshift Synergy Fund, LP · D/A · Dec 19, 2025
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Blueshift Synergy Offshore Fund, Ltd · D · Nov 10, 2025
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Blueshift Synergy Fund, LP · D · Nov 10, 2025
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Avance Synergy Infrastructure Co-Investors, LLC · D · Sep 9, 2025$6.3M
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Synergy Asia Market Neutral Master Fund · D/A · Mar 18, 2025
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Synergy Asia Market Neutral Fund · D/A · Mar 18, 2025
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Synergy Asia Feeder Fund · D/A · Mar 18, 2025
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Collective Synergy II a Series of E1 Ventures Master LLC · D · Mar 4, 2025$2.2M
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Collective Synergy I a Series of E1 Ventures Master LLC · D · Feb 27, 2025$7.3M