Syntrinsic Investment Counsel

EST. AUM
$1,746,090,873

CONTACTS
8

CLIENT ACCOUNTS
464

Firm Details

Metro area Denver
CRD Number 327054
Website syntrinsic.com
Client types

Overview

Syntrinsic Investment Counsel recently moved to the RiNo District of Denver. They serve a variety of underlying clients, including private foundations, public charities, affinity based foundations, and philanthropic private clients. With about $1.5 billion in assets, this is a firm to keep an eye on. They have very aggressive plans to grow both organically and, potentially, through acquisition. Their client size is in the $15 to $20 million neighborhood. They tend to be very socially conscious. So, this is another firm that has a very clear focus on impact and ESG investing. Partnered with IMA in 2023.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Syntrinsic Investment Counsel

Platform Details

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