| Owner | Title | From | %Ownership |
|---|---|---|---|
| Synergy Financial Services, Inc. | 99% Owner | 07/2001 | > 75% |
| Maas, Joseph, Merrell | Owner | 07/2001 | > 75% |
| Maas, Joseph, Merrell | Principal | 10/2001 | < 5% |
| Shrader, Ann, Minette | Chief Compliance Officer | 02/2022 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Synergy Asset Management, LLC | $678.19 mm | |
| Crosslink Capital Fund I, LLC | $1.75 mm | Hedge Fund |
| Rowan Street Capital, LLC | $6.53 mm | Hedge Fund |
