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RESEARCH AFFILIATES

NEWPORT BEACH, CA · CRD 120440 · IAPD ↗ · syzygyassetmanagement.com · 949 325 8700

$32.22BRegulatory AUM
15Advisory reps
31Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

20
October 2026 — RESEARCH AFFILIATES changed its website from researchaffiliates.com to syzygyassetmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
October 2026 — RESEARCH AFFILIATES shrank from 29 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2026 — RESEARCH AFFILIATES shrank from 35 to 29 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
May 2024 — RESEARCH AFFILIATES now reports custody of client assets ($4.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.