{"url":"https://nivawealth.com/firms/syon-capital-322776","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/322776","regulatoryAum":4379631229,"crd":"322776","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7201957","suffix":null,"lastName":"Benicta","firstName":"Michelle","middleName":null},{"crd":"8282787","suffix":null,"lastName":"Chau","firstName":"Florence","middleName":null},{"crd":"5494298","suffix":null,"lastName":"CHEN","firstName":"SIEN","middleName":null},{"crd":"4263099","suffix":null,"lastName":"CHOPRA","firstName":"ASHU","middleName":null},{"crd":"7819873","suffix":null,"lastName":"Fong","firstName":"Eden","middleName":"Y"},{"crd":"7311635","suffix":null,"lastName":"Han","firstName":"Christine","middleName":"Jane"},{"crd":"2458080","suffix":null,"lastName":"LOWDEN","firstName":"PETER","middleName":"WADE"},{"crd":"5022680","suffix":null,"lastName":"Mulloy","firstName":"Megan","middleName":"S"},{"crd":"6564518","suffix":null,"lastName":"Ortiz","firstName":"Bernardino","middleName":null},{"crd":"3234769","suffix":null,"lastName":"Peritore","firstName":"Salvatore","middleName":null},{"crd":"6565406","suffix":null,"lastName":"RUMBELOW","firstName":"ANDREW","middleName":"RICHARD"},{"crd":"3102697","suffix":null,"lastName":"SHAH","firstName":"ASHISH","middleName":"JITENDRA"}],"total":12,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-03-31","regulatoryAum":1417014149,"clients":50,"employees":9,"offices":1},{"filedOn":"2024-05-13","regulatoryAum":2534443012,"clients":57,"employees":10,"offices":1},{"filedOn":"2025-04-29","regulatoryAum":2933416209,"clients":54,"employees":13,"offices":1},{"filedOn":"2026-07-27","regulatoryAum":4379631229,"clients":72,"employees":17,"offices":1}],"secFileNumber":"801-126386","legalName":"Syon 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They include 64 high-net-worth individuals, 6 pooled investment vehicles and 2 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does SYON Capital offer?","answer":"SYON Capital provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does SYON Capital charge?","answer":"SYON Capital charges up to 1.50% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.","source":"SYON CAPITAL ADV PART 2A 03-26-2025, filed 27 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does SYON Capital use?","answer":"SYON Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $4.13B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does SYON Capital have?","answer":"SYON Capital has 9 investment adviser representatives registered with state securities authorities, out of 17 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does SYON Capital invest in?","answer":"At the end of its last fiscal year, SYON Capital’s separately managed accounts held 51% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 12% pooled vehicles (private funds and similar), 2% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds. It advises 8 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns SYON Capital?","answer":"SYON Capital’s direct owner is Syon LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does SYON Capital get paid?","answer":"SYON Capital is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is SYON Capital registered with the SEC?","answer":"Yes, SYON Capital has been registered with the SEC as an investment adviser since 12 August 2022. Its CRD number is 322776 and its SEC file number is 801-126386.","source":"Form ADV Part 1A, Item 1, filed 27 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact SYON Capital?","answer":"SYON Capital’s main office is at 555 Montgomery St., Ste 1250, San Francisco, CA 94111. Its phone number is 415-520-7966. 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