Syndicated Capital, Inc.
Syndicated Capital, Inc. is an SEC-registered mass-market adviser in Diamond Bar, CA with $142.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Syndicated Capital, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 29037, SEC 801-129421, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $142.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Diamond Bar, CA
- Employees
- 12
- Clients
- 465
- CRD
- 29037
- Ownership
- THORNTON, STEVEN LEE; MCADAMS, JOSEPH LLOYD JR; MCADAMS, JOSEPH EMERY; LEE, FAITH LI; RUBIN, ELLEN SUE
How much AUM does Syndicated Capital, Inc. have?
Syndicated Capital, Inc. reported $142.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Syndicated Capital, Inc.?
Disclosed owners and executives of Syndicated Capital, Inc. include THORNTON, STEVEN LEE, MCADAMS, JOSEPH LLOYD JR, MCADAMS, JOSEPH EMERY, LEE, FAITH LI, RUBIN, ELLEN SUE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.