SYON CAPITAL LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $4.38B |
| Discretionary | $2.32B53% of AUM |
| Non-Discretionary | $2.06B |
| Client Accounts | 1,089 |
| Avg Account Size | $4.0M |
| Employees | 17 |
| Peak AUM | $4.38BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.4B | +147.8% | +45.7% | — | |
| Discretionary AUM | $2.3B | ||||
Key Metrics
| Total AUM | $4.38B |
| Discretionary | $2.32B |
| Employees | 17 |
| Client Accounts | 1089 |
| Client Range | 1-10 |
Contact & Location
Address
555 MONTGOMERY ST.
SAN FRANCISCO CA 94111
Phone
415-520-7966
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.3B
53.0% of AUM
Non-Discretionary
$2.1B
47.0% of AUM
Disc. mix ▼ 34.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise ExamAudited Financials
Related Entities (Item 7)
Law Firm