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SYON CAPITAL LLC
CRD 322776 · SEC 801-126386
555 MONTGOMERY ST., STE 1250, SAN FRANCISCO, CA, 94111, United States
Phone
415-520-7966
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.38B
Discretionary AUM
$2.32B
Team
17 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 64 | $4.29B |
| Pooled investment vehicles | 6 | $51.6M |
| Charitable organizations | 2 | $43.0M |
States served
CA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD