Investment adviser · CRD 151948

SYNTAX RESEARCH, INC.

Investment adviser filing (IA)

BOCA RATON, FL, United States · Form ADV filed Mar 16, 2026

Regulatory AUM: $203M
Client accounts: 230
Employees: 2
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	43	$168,137,482	82.9%
Individuals	64	$23,573,862	11.6%
Charities	Fewer than 5	$11,223,390	5.5%

Filing source

Form ADV 2067987 · Mar 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

USHA FUND, LPHedge Fund · Last reported Mar 16, 2026$38.9MGross asset value

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG NEW YORK, New York, United States

Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker JEFFERIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG
PCAOB 185

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source

Fund ID: 805-7093670590
Reported beneficial owners: 8
Minimum commitment: $1M
Form D file number: 021-1798891

Form ADV 2067987 · Mar 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 16, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

150 EAST PALMETTO PARK ROAD, SUITE 800
BOCA RATON, FL, 33432, United States

CRD 151948

Filing source

Form ADV 2067987 · Mar 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.