other
SyntheticFi
SAN FRANCISCO, CA
CRD: 330200
In PWD coverage since August 21, 2026 · 1 story
$993MRegulatory AUMSEC Form ADV · Sep 25
10EmployeesForm ADV
Regulatory AUM · Aug 21 – Sep 25
PWD coverage
portfolio
Box Spreads Turn Borrowing Into an Options Trade
The strategy gives wealthy clients liquidity without a tax event, but its edge over a bank depends on options pricing.