Syon Capital LLC

RIASEC RegisteredEst. 2022
Total AUM
$4.4B
Discretionary
$2.3B
53% of AUM
Avg account
$4M
Accounts
1,089
Employees
17
Advisory reps
14

Firm details

Headquarters
San Francisco, California
CRD number
322776
Registered since
August 12, 2022
Website
syoncap.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI97.84%
  • Pooled Investment Vehicles1.18%
  • Charitable Organizations0.98%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Syon Capital LLC is an SEC-registered investment manager organized as an LLC and registered in 2022. The firm operates as a multifaceted fund manager with activity across private equity and venture capital strategies, and it also behaves as a sponsor/GP and managing member of pooled investment vehicles. Its client base spans high-net-worth individuals and families as well as institutional accounts. Advisory services include portfolio management for individuals, pooled vehicles and institutions, plus the selection of external advisers. The firm charges a mix of percentage-of-AUM, hourly, fixed and performance-based fees and does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 51%, Public Funds/Mutual Funds 33%, Private Funds 12%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%51%
  • Exchange Traded Equities51%
  • Public Funds/Mutual Funds33%
  • Private Funds12%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

3 of 3
  • Ashu Chopra

    Ashu Chopra

    Founder & CEOCRD 4263099

  • Peter Lowden

    Peter Lowden

    Chief Investment OfficerCRD 2458080

  • Sien Chen

    Sien Chen

    Chief Operating OfficerCRD 5494298

Contacts

3 of 11
  • Tajmal Hussain

    Tajmal Hussain

    Senior Client Service AssociateCRD 7306521

  • Ashish Shah

    Ashish Shah

    Private Wealth AdvisorCRD 3102697

  • Andrew Rumbelow

    Andrew Rumbelow

    Senior Manager, Client ServicesCRD 6565406

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 129

Active vs passive

$903M in ETFs

Passive

95%

$861M

Active

2%

$41.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CALIFORNIA MUNI BOND ETF (CMF)BlackRockPassiveMuni California Long$80.4M1,395,6978.91%
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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
555 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth