Inspired by families' need, to serve family offices. A disciplined, entrepreneurial approach to capital deployment.
From three strategic offices across the United States, Synergy Capital Partners deploys investments into key markets around the globe. Our disciplined, entrepreneurial approach connects families, founders, and family offices with high-conviction opportunities spanning private equity, real estate, and direct investments worldwide.
A boutique family office platform with the capabilities and mindset of an institutional asset manager. Rigorous research, broad access to private equity, private credit, and alternative investments.
Explore →Proactive tax planning, complex entity structuring, transaction and exit planning, and multistate and federal compliance for high-net-worth individuals and family offices.
Explore →Active investments across healthcare, dentistry, real estate development, and medical technology through our portfolio of operating companies and strategic partnerships.
View Portfolio →Open-architecture framework tailored to each client's objectives. Designed for agility, discretion, and highly personalized decision making at every level.
Learn More →Synergy Capital Partners is not a registered investment adviser and does not provide regulated investment advisory services. All content on this site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any financial instruments. All investment advising is through Investology Inc, the sister company of Synergy Capital Partners LLC.
Synergy Capital Partners LLC is a private equity and real estate investment firm advising families, founders, and family offices through a disciplined, entrepreneurial approach to capital deployment combining direct investments with high-touch, partner-led family office advisory services.
Synergy Capital Partners is not a registered investment adviser and does not provide regulated investment advisory services. All content on this site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any financial instruments. All investment advising is through Investology Inc, the sister company of Synergy Capital Partners LLC.
Meet the visionary leaders and strategic advisors who drive our firm's success.
Founder, investor, and strategist with extensive experience in private equity, wealth management, and institutional finance. Oversees Synergy Capital Partners, co-founded Investology Inc., Board member at Axxes Capital.
Healthcare-tech pioneer and Founder of 3D Diagnostix. Angel investor in Life Sciences, Technology, and AI. Deep industry insight for healthcare and technology investment strategy.
Institutional-grade allocator specializing in macro analysis, asset allocation, and portfolio construction. Transforms thematic research into risk-disciplined strategies.
15+ years of banking and wealth management expertise. Specializes in guiding affluent families through financial decisions, structuring solutions, and preserving generational wealth.
Dual Master's economist at the Saudi Central Bank and consultant to the World Bank. Enhances global strategy and GCC relations with sovereign-level insight.
Synergy Capital Partners is not a registered investment adviser and does not provide regulated investment advisory services. All content on this site is for informational purposes only. All investment advising is through Investology Inc.
We are a boutique family office platform with the capabilities and mindset of an institutional asset manager. Our approach combines rigorous research, broad access to private equity, private credit, and alternative investments, and an open-architecture framework tailored to each client's objectives.
Comprehensive infrastructure ensuring flawless execution and reporting across all operations.
Disciplined capital deployment into high-conviction opportunities across multiple sectors.
Access to diversified credit strategies and alternative asset classes for risk-adjusted returns.
Strategic investments in real estate development projects with strong fundamentals and growth potential.
Active investments in healthcare innovation, dentistry platforms, and medical technology ventures.
Comprehensive strategies for multi-generational wealth transfer, estate planning, and asset protection.
Proactive tax planning, complex entity structuring, and multistate compliance through our sister firm, Synergy Consultants & CPAs.
Synergy Capital Partners is not a registered investment adviser and does not provide regulated investment advisory services. All content on this site is for informational purposes only. All investment advising is through Investology Inc.
Tax consulting and advisory services delivered through our sister firm, Synergy Consultants & CPAs, led by Certified Public Accountants with extensive experience advising high-net-worth individuals, entrepreneurs, and family offices.
Forward-looking strategies to minimize tax liability and maximize wealth preservation.
Complex entity structuring optimized for tax efficiency and asset protection.
Strategic guidance for business sales, mergers, and liquidity events.
Multistate and federal tax compliance for individuals and business entities.
Synergy Capital Partners is not a registered investment adviser and does not provide regulated investment advisory services. All content on this site is for informational purposes only. All investment advising is through Investology Inc.
Synergy Capital Partners is not a registered investment adviser and does not provide regulated investment advisory services. All content on this site is for informational purposes only. All investment advising is through Investology Inc.
Stay tuned for upcoming events, conferences, and networking opportunities hosted by Synergy Capital Partners.
Get Notified →Synergy Capital Partners is not a registered investment adviser and does not provide regulated investment advisory services. All content on this site is for informational purposes only. All investment advising is through Investology Inc.
Luxury Multifamily Development — Edgewater, Miami
A rare investment opportunity in a one-of-a-kind luxury residential development in the heart of Miami's booming real estate scene. This exclusive project in Edgewater, Miami, offers premier luxury multifamily living in one of South Florida's fastest-growing urban neighborhoods.
Ideally located in a highly strategic and rapidly appreciating area, 2900 Terrace will stand as one of the few luxury multifamily properties offering permanent, unobstructed views of Biscayne Bay and the Atlantic Ocean.
Situated just minutes from the renowned Miami Design District, residents will have unparalleled access to flagship luxury retail stores and award-winning restaurants, making this an extraordinary address for discerning residents and investors alike.
Developed in partnership with Oak Row Equities and marketed by JLL, two of the most respected names in luxury real estate development and capital markets.
The project capitalizes on Miami's sustained population growth, high-net-worth in-migration from the Northeast and internationally, and the continued transformation of Edgewater into a premier live-work-play neighborhood.
With proximity to Wynwood, Brickell, and the Design District — and direct waterfront access — 2900 Terrace is positioned to command premium rents and appreciation well above market averages in one of the nation's most resilient real estate markets.
Synergy Capital Partners is not a registered investment adviser and does not provide regulated investment advisory services. All content on this site is for informational purposes only. All investment advising is through Investology Inc. Past performance is not indicative of future results. All investments involve risk.
Luxury Residences — Miami Design District, Florida
Luxury Residences Miami Design District (“Luxury Residences”) is a development project co-led by DaGrosa Capital Development Partners LLC. Located at the entrance to the ultra-high-end Miami Design District and set on over 2.5 acres, Luxury Residences will provide its residents with unobstructed views of Biscayne Bay while at the same time enjoying all of the benefits of being centrally located in the heart of Miami.
The project represents a rare opportunity to invest alongside an experienced development team in one of Miami's most prestigious and high-demand corridors — a neighborhood defined by world-class dining, art, fashion, and architectural distinction.
Synergy Capital Partners is not a registered investment adviser and does not provide regulated investment advisory services. All content on this site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any financial instruments. All investment advising is through Investology Inc., the sister company of Synergy Capital Partners LLC.
Asset Management — Alternative Investments Platform
Axxes Capital (“Axxes”) is an asset management company seeking to democratize access for the underserved accredited investor market — a segment representing approximately $34.5 trillion in assets globally. Axxes’ mission is to empower financial advisors serving accredited investors to deliver superior private equity and credit investment products managed by top-tier investment managers.
Through a curated open-architecture platform, Axxes connects registered investment advisors and wealth management professionals with institutional-quality alternative investment products that have historically been inaccessible to the broader accredited investor market due to high minimums, limited distribution, and complexity.
Axxes’ product suite spans private equity co-investments, private credit strategies, hedge funds, and real assets — each sourced through a rigorous manager selection process focused on risk-adjusted performance, operational excellence, and alignment of interests.
To become the leading distribution platform for alternative investments among financial advisors serving the accredited investor market, delivering institutional-quality access at scale.
Synergy Capital Partners is not a registered investment adviser and does not provide regulated investment advisory services. All content on this site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any financial instruments. All investment advising is through Investology Inc., the sister company of Synergy Capital Partners LLC.
Dental Services Organization — Multi-Site Clinical Network
Guardian Dentistry Partners is a leading dental services organization (DSO) operating a robust and growing network of dental clinics across the United States. The platform follows a disciplined acquisition and affiliation model, partnering with established dental practices to deliver world-class patient care under a unified operational infrastructure.
The DSO sector represents one of the most compelling consolidation opportunities in healthcare. With the U.S. dental market valued at over $160 billion annually and the majority of practices still independently owned, Guardian Dentistry Partners is positioned to capitalize on the long-term fragmentation of the industry through strategic roll-ups, operational efficiency gains, and superior patient experience.
Guardian’s model allows acquired practices to retain their clinical autonomy while benefiting from centralized back-office support, group purchasing power, technology infrastructure, and shared best practices — resulting in improved margins, higher patient retention, and sustainable growth.
To build the premier dental services platform in the United States by partnering with exceptional dental professionals and delivering outstanding patient experiences across every community we serve.
Synergy Capital Partners is not a registered investment adviser and does not provide regulated investment advisory services. All content on this site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any financial instruments. All investment advising is through Investology Inc., the sister company of Synergy Capital Partners LLC.
Class A Multifamily Development — North Miami, Florida
A large-scale Class A multifamily development with exceptional project economics driven by competitive build costs and favorable debt terms. The property is strategically designed to meet rising demand for modern rental product in a high-growth market characterized by strong job creation, population influx, and limited new supply delivery.
The development features contemporary unit layouts, resort-style amenities, and technology-enabled property management systems that appeal to affluent renters seeking premium living experiences. Conservative underwriting assumptions and significant equity cushion provide downside protection while maintaining strong upside participation.
North Miami represents one of South Florida’s most dynamic growth corridors, benefiting from ongoing population in-migration, a diversifying employment base, and proximity to Miami’s core cultural and commercial centers — all while offering lower land costs than neighboring Brickell, Edgewater, and Wynwood.
The project targets institutional-quality renters drawn to the area by expanding healthcare, education, and tech employment, and positions itself as the premier rental address in an underserved submarket.
Synergy Capital Partners is not a registered investment adviser and does not provide regulated investment advisory services. All content on this site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any financial instruments. All investment advising is through Investology Inc., the sister company of Synergy Capital Partners LLC.
AI Solutions for Dentistry — Intelligent Clinical Technology
Pearl is pioneering AI solutions for the dental industry, serving as an intelligent clinical assistant for practitioners and a trusted partner for patients. Founded to bring the full potential of artificial intelligence to dental care, Pearl’s FDA-cleared platform analyzes radiographic imaging in real time to detect pathologies including caries, bone loss, calculus, and periapical lesions with clinical-grade accuracy.
Pearl’s flagship product, Second Opinion®, operates as a real-time radiograph analysis engine that works alongside dental practitioners during live patient exams — surfacing findings, reducing diagnostic variability, and enhancing patient communication through visual, AI-generated annotations. The companion Practice Intelligence® platform gives practice owners actionable analytics across their entire patient base, uncovering undiagnosed conditions and untreated treatment plans at scale.
Deployed across thousands of dental practices globally and recognized by leading dental associations, Pearl sits at the intersection of healthcare AI and SaaS — categories with strong secular growth tailwinds and long-term defensibility driven by regulatory clearance, clinical validation, and deep workflow integration.
Bringing the full potential of AI to dental practices — empowering clinicians with real-time intelligence and transforming the patient experience through transparent, accurate, and accessible dental care.
Synergy Capital Partners is not a registered investment adviser and does not provide regulated investment advisory services. All content on this site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any financial instruments. All investment advising is through Investology Inc., the sister company of Synergy Capital Partners LLC.
Effective Date: January 1, 2025
Synergy Capital Partners LLC ("iSynergy Capital," "we," "us," or "our") is committed to protecting the privacy and confidentiality of information provided by visitors to our website at isynergycapital.com (the "Site"). This Privacy Policy describes how we collect, use, and safeguard your information when you interact with our Site.
By accessing or using our Site, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with these practices, please discontinue your use of the Site.
We may collect the following types of information:
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We do not sell, rent, or trade your personal information to third parties. We may share information in the following limited circumstances:
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We implement reasonable administrative, technical, and physical safeguards designed to protect your information against unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies independently.
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We reserve the right to update or modify this Privacy Policy at any time. Changes will be posted on this page with an updated effective date. Your continued use of the Site following any changes constitutes your acceptance of the revised policy.
If you have any questions or concerns regarding this Privacy Policy, please contact us at:
Synergy Capital Partners is not a registered investment adviser and does not provide regulated investment advisory services. All content on this site is for informational purposes only. All investment advising is through Investology Inc.
Effective Date: January 1, 2025
By accessing or using the website located at isynergycapital.com (the "Site"), operated by Synergy Capital Partners LLC ("iSynergy Capital," "we," "us," or "our"), you agree to be bound by these Terms and Conditions. If you do not agree to these terms, please do not use the Site.
The information provided on this Site is for general informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other type of advice. Synergy Capital Partners LLC is not a registered investment adviser. All investment advisory services are provided exclusively through Investology Inc., a registered investment adviser.
Nothing on this Site should be construed as a solicitation or offer to buy or sell any security or investment product. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.
This Site is intended for use by sophisticated investors, qualified purchasers, and accredited investors as defined under applicable securities laws. By using this Site, you represent that you meet the eligibility requirements applicable to the content you are viewing and that you are at least 18 years of age.
All content on this Site, including but not limited to text, graphics, logos, images, and software, is the property of Synergy Capital Partners LLC or its content suppliers and is protected by applicable intellectual property laws. Unauthorized use, reproduction, or distribution of any content from this Site is strictly prohibited without our prior written consent.
To the fullest extent permitted by applicable law, Synergy Capital Partners LLC, its officers, directors, employees, affiliates, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from:
The Site and all content are provided on an "as is" and "as available" basis without warranties of any kind, either express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, or non-infringement. We do not warrant that the Site will be uninterrupted, error-free, or free of viruses or other harmful components.
The Site may contain links to third-party websites. These links are provided for convenience only and do not constitute an endorsement or approval of any third-party site, product, or service. We have no control over the content of those sites and accept no responsibility for them.
Your use of the Site is also governed by our Privacy Policy, which is incorporated into these Terms and Conditions by reference.
We reserve the right to modify these Terms and Conditions at any time without prior notice. Changes will be effective immediately upon posting to the Site. Your continued use of the Site following the posting of changes constitutes your acceptance of such changes.
These Terms and Conditions shall be governed by and construed in accordance with the laws of the Commonwealth of Virginia, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be subject to the exclusive jurisdiction of the courts located in Fairfax County, Virginia.
If you have any questions regarding these Terms and Conditions, please contact us at:
Synergy Capital Partners is not a registered investment adviser and does not provide regulated investment advisory services. All content on this site is for informational purposes only. All investment advising is through Investology Inc.