SYON CAPITAL LLC
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
FINTRXOverview
Syon Capital LLC is a fee-for-service investment manager that combines private fund sponsorship with discretionary and non-discretionary portfolio management for individual, family and institutional clients. Registered with the SEC in 2022 and organized as an LLC, the firm functions as a private equity and venture capital manager while also operating as a multifaceted fund manager and sponsor/GP of pooled vehicles. Its advisory activity spans separately managed accounts, pooled investment vehicles and selection of outside advisers. The firm charges a mix of percentage-of-AUM, fixed, hourly and performance-based fees. Syon Capital does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds39%
- Private Funds11%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Owners & executives
3 of 3ASHU CHOPRA
Founder & CEOCRD 4263099
PETER LOWDEN
Chief Investment OfficerCRD 2458080
SIEN CHEN
Chief Operating OfficerCRD 5494298
Contacts
3 of 8ASHISH SHAH
Private Wealth AdvisorCRD 3102697
Bernardino Ortiz
Relationship ManagerCRD 6564518
Michelle Benicta
Client Service AssociateCRD 7201957
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$827M in ETFs
96%
$795M
2%
$32.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CALIFORNIA MUNI BOND ETF (CMF) | BlackRock | Passive | Muni California Long | $76.9M | 1,352,128 | 9.30% |
Location
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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