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SYON CAPITAL LLC
CRD 322776File 801-126386
APPROVED
Retail clients
Custody
Filing as of Jul 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.38B
Top 25% of cohort (national)
Discretionary AUM
$2.32B
Non-discretionary $2.06B
Clients
72
1,089 accounts
Employees
17
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 12, 2022
- Principal office
- 555 MONTGOMERY ST., STE 1250, SAN FRANCISCO, CA, 94111
- Phone
- 415-520-7966
- Website
- https://www.syoncap.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.38B
- Discretionary AUM
- $2.32B
- Non-discretionary AUM
- $2.06B
- Discretionary accounts
- 519
- Non-discretionary accounts
- 570
- Total accounts
- 1,089
- AUM per client
- $60.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $43.0M |
| High net worth individuals | 64 | $4.29B |
| Pooled investment vehicles | 6 | $51.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 17 | increased by4 |
| Apr 1, 2026 | Clients | 54 | 72 | increased by18 |
| Apr 1, 2026 | AUM | $2,933,416,209 | $4,379,631,229 | increased by$1,446,215,020 |
| Apr 1, 2026 | Accounts | 869 | 1,089 | increased by220 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 13 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 0 | 54 | increased by54 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $2,933,416,209 | increased by$2,933,416,209 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 869 | increased by869 |
| Oct 1, 2022 | Employees | 1 | 10 | increased by9 |
| Sep 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SYON CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SYON CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.