SAN FRANCISCO, CACRD 322776Latest ADV March 27, 2026
Syon Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 27, 2026, reports $4.4B in regulatory assets under management, 17 employees, and 1,089 accounts.
Assets Under Management
$4.4B
Employees
17
Offices
--
Total Clients
72
Primary office
SAN FRANCISCO, CA
555 MONTGOMERY ST., STE 1250, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.9% of total clients.
Top client categories% of clientsClients
1
HNWI
88.9%
64
2
Pooled Investment Vehicles
8.3%
6
3
Charitable
2.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.4Bas of March 27, 2026
Discretionary53.0%
$2.3B
53% of total RAUM53.0%
Non-discretionary47.0%
$2.1B
47% of total RAUM47.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.4B
Total Accounts1,089
10Y AUM Change+$4.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee4:1
10Y Employee Change+7 (+70.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.