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SYNTAX ADVISORS, LLC

NEW YORK, NY · CRD 286573 · IAPD ↗ · (212) 880-0200

$126.3MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
January 2025 — SYNTAX ADVISORS, LLC (NEW YORK, NY) left the SEC roster (was $126.3M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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