Syntax Research, Inc.
SEC RegisteredAbout the firm
Syntax Research, Inc. is a New York incorporation established in 2002. Syntax Capital, LLC is a Delaware limited liability company established in January 2018. Usha Fund, LP is a Delaware limited partnership established in January 2018.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Services
Who they serve
Access is by invitation only and requires a Username and Password.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 64 | $24M |
| High Net Worth Individuals | 43 | $168M |
| State/Municipal Entities | 1 | — |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Syntax Research, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched