Benjamin
Valore-Caplan

Syntrinsic LLC

CRD#4187136
Investment Advisor
in Denver, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Benjamin Valore-Caplan is a financial advisor based in Denver, Colorado, working with Syntrinsic LLC. Benjamin has previously held positions at Syntrinsic Investment Counsel, LLC and Syntrinsic LLC. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Benjamin is part of Syntrinsic LLC, which operates out of Denver, Colorado. The firm has 1 office and 14 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Syntrinsic LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1705 17Th Street Suite 100
Denver, CO 80202

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Syntrinsic LLC Brokerage Details

Total Assets Under Management

$1,746,090,873

CO Average: $2,349,664,866
Total Number of Employees

14

CO Average: 28
Total Number of Accounts

464

CO Average: 1,101
Average Account Size

$3,763,127

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Benjamin Valore-Caplan Work History

2023 - Present (1 year)

Syntrinsic LLC

2008 - Present (16 years)

Syntrinsic Investment Counsel, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Benjamin Valore-Caplan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Syntrinsic LLC

Alexandre Duperret
Denver, CO
Lynsey Goldstein
Denver, CO
Akasha Absher
Denver, CO
Paige Bouma
Belgrade, MT
Rachel Martin
Denver, CO
Dat Le
Denver, CO
Anna Todorova
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started