San Francisco, CA Office
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SyntheticFi LLC
Team
Firm-wide stats for SyntheticFi LLC
About
SyntheticFi provides investment advisory and sub-advisory services to other registered investment advisers, as well as discretionary and non-discretionary advisory services to individuals, corporations, and small businesses. The firm’s primary offering is portfolio management that implements a box spread option strategy as an alternative to margin loans and securities‑based lines of credit.
The firm’s investment process is driven by proprietary software and automated monitoring: clients and third‑party advisers can select box sizes and expirations through the platform, exit or re-create positions, and receive ongoing performance reporting and margin‑monitoring information. SyntheticFi also recommends and implements custom hedging strategies using exchange‑traded S&P 500 index options and FLEX options (puts, calls, collars) to manage margin‑call risk and may trade options on a discretionary basis.
Distinctive features include the firm’s explicit use of option derivatives (including FLEX options) within client accounts and its methodology for calculating assets under management for fee purposes as the absolute value of a box spread’s value‑at‑expiration. The firm operates with a relatively small advisory team while managing substantial regulatory AUM, provides sub‑advisory arrangements with other advisers, and discloses promoter/referral arrangements and technology‑related risks associated with its algorithmic platform.
Based on SyntheticFi LLC
Location
156 2nd St, #610
San Francisco CA 94105
Advisors at this office
4
Advisors at this office
Yezhou W
Series 65
San Francisco, CA
SyntheticFi LLC
Yezhou Wang is a financial advisor with SyntheticFi LLC, holding a Series 65 license and two years of industry experience. Prior roles include positions at Cyclone Technologies Inc, Hawx Services LLC, VRGL, Inc, and involvement with the University of Pennsylvania and ZhenFund. SyntheticFi LLC provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans, supported by proprietary software that enables automated monitoring and customized hedging with exchange-traded S&P 500 index and FLEX options.
Lonbaye Y
Series 66
San Francisco, CA
SyntheticFi LLC
Lonbaye Yarnway is a financial advisor at SyntheticFi LLC with nine years of industry experience and holds a Series 66 designation. Prior to joining SyntheticFi in 2026, Yarnway worked at Yarnway Wealth Management, Onyx Advisor Network, Altruist, and Berknell Financial Group. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and offers automated monitoring and custom hedging strategies involving exchange-traded S&P 500 index and FLEX options.
Cooper R
Series 65
San Francisco, CA
SyntheticFi LLC
Cooper Richmond is a financial advisor at SyntheticFi LLC with a Series 65 credential and no prior industry experience. His work history includes roles at SyntheticFi, SageSure, the University of Washington, and Berkeley High School. SyntheticFi provides investment advisory and sub-advisory services primarily to other registered investment advisers, as well as individual clients, corporations, and small businesses. The firm specializes in an automated trading strategy involving exchange-traded European-style S&P 500 index options, offering client-facing software for performance reporting, margin monitoring, and alerts.
Yucheng Y
Series 65
San Francisco, CA
SyntheticFi LLC
Yucheng Yang is a financial advisor at SyntheticFi LLC in San Francisco, holding a Series 65 designation with two years of industry experience. He is also the Chief Executive Officer of Cyclone Technologies, Inc, the parent company of SyntheticFi LLC. Additionally, Yang manages Converge Fashion, LLC, a wholesale trade business. SyntheticFi LLC provides investment advisory and sub-advisory services to individuals, corporations, small businesses, and other registered advisers. The firm specializes in portfolio management through a box spread option strategy and employs proprietary software for automated monitoring and custom hedging strategies using exchange-traded and FLEX options.
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