Capital Synergy Partners: new SEC registration, $102M AUM, Irvine, CA
Capital Synergy Partners (Irvine, California): new SEC registration, $102M AUM, Irvine, CA. Its amount of 102 is below the median of 135 (13th percentile). Dated 15 days ago, it is in the active follow-up window. Score 75/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 102 · 13th percentile of 1,225 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 165 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Capital Synergy Partners |
| Legal name | Capital Synergy Partners, INC. |
| CRD | 148733 |
| Status | Approved |
| Registered with the SEC | 2026-10-21 |
| Latest Form ADV filing | 2026-10-06 |
| Location | Irvine, CA, United States |
| Regulatory AUM | $102,342,673 |
| Accounts | 331 |
| Employees | 46 |
| Website | HTTPS://CAPITALSYNERGYPARTNERS.COM |
| amount percentile | 13th of 1,225 (median 135, 0.8x median) |
| Peer records CSV (166 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-10-21
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Trace Capital · Meson Quantitative Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Capital Synergy Partners and 166 California peers
- California NewRiaPulse records like this one: 166
- Capital Synergy Partners's amount: 13th percentile of 1,225 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every California peer: $33,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
75 / 100 Score
- Registered in the last 60 days.
- $102M under management.
- Website on file.
What is the NewRiaPulse record for Capital Synergy Partners in Irvine, California?
Capital Synergy Partners received SEC registration as an investment adviser (2026-10-21) with $102,342,673 in regulatory assets under management, based in Irvine, CA.
How does Capital Synergy Partners compare to other California NewRiaPulse records?
Its amount of 102 is below the median (13th percentile); smaller records often move faster and face less competition. It is 15 days old, still within a typical 45-day follow-up window. Its Score of 75/100 puts it among the stronger signals in this feed.
Capital Synergy Partners vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Capital Synergy Partners | Irvine, CA | 102 | 13th | 2026-10-21 |
| Colefp | 102 | 13th | 2026-10-30 | |
| Drew Wealth Management | Portsmouth, NH | 102 | 13th | 2026-10-29 |
| Bay Point Financial, LLC | Bedford, NH | 105 | 17th | 2026-10-15 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.