Syntheticfi Llc
- Regulatory AUM
- $993M
- Discretionary
- $993M
- Clients
- 624
- Avg AUM / client
- $1.6M
- Accounts
- 624
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 624 | $993M | 100.0% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Yucheng Yang | Chief Executive Officer, Chief Compliance Officer | Jun 2023 (3y) | 25% – 50% | |
| Yezhou Wang | Chief Revenue Officer | Sep 2023 (3y) | 25% – 50% | |
| Congying Xiang | Registered representative | Aug 2025 (1y) | ||
| Cooper Douglas Richmond | Registered representative | Jan 2026 (1y) | ||
| Thomas Jon Casper | Registered representative | Jan 2026 (1y) | ||
| Corey David Roun | Registered representative | Feb 2026 (1y) | ||
| Theodore Glen Jans | Registered representative | Feb 2026 (0y) | ||
| Lonbaye Dasarte Yarnway | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cyclone Technologies, Inc. | Parent | Jan 2024 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/17/2026 | 950 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $972M (98% of AUM) Apr 2026
- Interactive Brokers $17.6M (2% of AUM) Apr 2026
- National Financial Services (Fidelity) $2.9M (0% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 17, 2026.
View current Form ADV (SEC/IAPD) ↗