AdFi
SL

SYNTHETICFI LLC

SEC Registered

Powering the next generation of borrowing

SAN FRANCISCO, CAhttps://syntheticfi.com(628) 800-0898
Assets Under Management
$500M–$1B
Employees
10
Office Locations
1 office
Total Accounts
624

About the firm

SyntheticFi empowers clients with institutional-grade securities-backed liquidity solutions. As an SEC-registered RIA, the firm is advisor-aligned and client-driven, with roots in institutional trading and family offices.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPension/Profit Sharing

Areas of expertise

Securities-backed LendingLiquidity SolutionsSynthetic BorrowingBox SpreadsSec-registered RIAInstitutional TradingFamily Offices

Services

Securities-backed liquidity solutions, including synthetic borrowing and box spreads, from strategy to implementation

Who they serve

Partners and clients, including advisors and their clients

Client segmentClientsAssets managed
Individuals (Non-HNW)624$993M

200 total clients reported on Form ADV.

Leadership

Inc. Cyclone Technologies
PARENT
Yucheng Yang
CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER
Yezhou Wang
CHIEF REVENUE OFFICER
Yucheng Yang
CHIEF EXECUTIVE OFFICER
Yezhou Wang
CHIEF REVENUE OFFICER

Office locations

1 office in 1 state
CA
SAN FRANCISCOHQ

Advisors at this firm

8 advisors in the directory

Regulatory & compliance

CRD number
#330200
SEC Number
801-129765
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee

Data as of April 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SYNTHETICFI LLC 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.

SYNTHETICFI LLC in SAN FRANCISCO, CA | AdvisorFinder