SYNTAX RESEARCH, INC.
SYNTAX RESEARCH, INC. of BOCA RATON, FL is an SEC-registered investment adviser (CRD 151948). Regulatory assets under management: $202.9M.
Registration
- CRD: 151948
- SEC file number: 801-76880
- Type: Registered investment adviser
- Location: 150 EAST PALMETTO PARK ROAD, SUITE 800, BOCA RATON, FL, 33432
- Phone: (855) 796-8296
- Latest filing: 2026-03-16
- Regulatory AUM: $202.9M
- Discretionary AUM: $202.8M
- Non-discretionary AUM: $136K
- Clients: 2
- Accounts: 230
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth, Investment cos.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Sandeep Sharma | CHIEF COMPLIANCE OFFICER; PRINCIPAL/FOUNDER | Boca Raton, FL |
| SHARMA SANDEEP | CHIEF COMPLIANCE OFFICER; PRINCIPAL/FOUNDER | — |
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