# The Syndicate Group, Inc.

> The Syndicate Group, Inc. is an exempt reporting adviser in Palos Verdes Estates, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 298881
- Filed as: THE SYNDICATE GROUP, INC.
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Palos Verdes Estates, CA
- Filing period: October 2026
- Form ADV filing dated: March 28, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298881
- AdvisorCensus page: https://advisorcensus.com/firm/the-syndicate-group-inc-palos-verdes-estates-ca-298881

## Quick answers

**Where is The Syndicate Group, Inc. located?**
The Syndicate Group, Inc.'s principal office is in Palos Verdes Estates, CA, according to its Form ADV.

**How does The Syndicate Group, Inc. report to regulators?**
The Syndicate Group, Inc. is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 298881.

**Does The Syndicate Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298881

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- syndicategroup.com
- LinkedIn @syndicategroup

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Syndicate Group, Inc. (CRD 298881): Form ADV filing data as of October 2026.