{
  "crd_number": 322776,
  "slug": "syon-capital-llc-san-francisco-ca-322776",
  "primary_business_name": "SYON CAPITAL LLC",
  "legal_name": "SYON CAPITAL LLC",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-08-12",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-07-27",
  "carried_forward": false,
  "raum_total": 4379631229.0,
  "raum_discretionary": 2321650914.0,
  "raum_non_discretionary": 2057980315.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 17,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 42966189.0,
      "count": 2
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 4285068927.0,
      "count": 64
    },
    "pooled_investment_vehicles": {
      "raum": 51596113.0,
      "count": 6
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/88641357",
    "https://syoncap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322776",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/syon-capital-llc-san-francisco-ca-322776",
  "display_name": "Syon Capital LLC",
  "summary": "Syon Capital LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 27, 2026.",
  "citation": "AdvisorCensus. Syon Capital LLC (CRD 322776): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Syon Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Syon Capital LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "What does Syon Capital LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated July 27, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Syon Capital LLC located?",
      "a": "Syon Capital LLC's principal office is in San Francisco, CA, according to its Form ADV."
    },
    {
      "q": "Is Syon Capital LLC registered with the SEC or a state?",
      "a": "Syon Capital LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322776."
    },
    {
      "q": "How much does Syon Capital LLC manage?",
      "a": "Syon Capital LLC reports $4,379,631,229 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (53% discretionary)."
    },
    {
      "q": "How have Syon Capital LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Syon Capital LLC: Regulatory assets under management: $0 in the October 2022 data and $4,379,631,229 in the October 2026 data. Total employees: 10 in October 2022 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Syon Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (64); pooled investment vehicles (other than investment companies and business development companies) (6); charitable organizations (2)."
    },
    {
      "q": "Which custodians does Syon Capital LLC use?",
      "a": "Syon Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Syon Capital LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322776"
    },
    {
      "q": "What changed in Syon Capital LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 2 to 5. Regulatory assets under management went from $2,933,416,209 to $4,379,631,229 (+49%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 10,
      "filing_date": "2022-09-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1417014149.0,
      "total_employees": 9,
      "filing_date": "2023-10-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2534443012.0,
      "total_employees": 10,
      "filing_date": "2024-08-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2933416209.0,
      "total_employees": 13,
      "filing_date": "2025-04-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4379631229.0,
      "total_employees": 17,
      "filing_date": "2026-07-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 5.",
        "Regulatory assets under management went from $2,933,416,209 to $4,379,631,229 (+49%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Syon charges an annual advisory fee up to 1.50% of client assets under management. The annual advisory fee payable by a client is set forth in the agreement executed by Syon and the client."
        ]
      }
    ],
    "quotes": [
      "Syon charges an annual advisory fee up to 1.50% of client assets under management. The annual advisory fee payable by a client is set forth in the agreement executed by Syon and the client."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/syon-capital-llc-san-francisco-ca-322776.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 64,
      "fewer_than_5": false,
      "raum": 4285068927.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 51596113.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 42966189.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322776",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}