SYON CAPITAL LLC

CRD

322776

SEC file #

801-126386

EIN

332859378

DBA names

—

Economics

AUM

$4.38B

AUM band

$1B+

AUM trajectory

'23 · $730.1M

'25 · $2.93B

'26 · $4.38B

'23'26

$730.1M → $4.38B▲ +500%

sec adv history

Client mix

Individuals High Net Worth	64
Pooled Investment Vehicles	6
Charitable Organizations	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'23 · 4 advisors

'25 · 2 advisors

'26 · 5 advisors

'23'26

4 advisors → 5 advisors▲ +25%

sec adv history

Primary office

SAN FRANCISCO CA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing

03/27/2026

ADV-W filed at

—

Website

syoncap.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SYON LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

SYON LLC

CHEN, SIEN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SYONCAP.COM

Rdap Domain Creation Date

2022-04-07T17:34:14Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002055184

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-02-05

Edgar Last Filing Date

2026-02-02

Edgar Form D Count

Edgar Form D Offerings

2026-02-022026-02-02 · 0000950138-26-000004

2025-02-052025-02-05 · 0002055184-25-000001

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	48
E*trade	4

adv brochure

Edgar Addresses

Mailing

555 MONTGOMERY ST STE 1250SAN FRANCISCO, CA 94111

Business

555 MONTGOMERY ST STE 1250SAN FRANCISCO, CA 94111

Edgar EIN

332859378

Edgar Recent Filings

D/A2026-02-02 · 0000950138-26-000004

D2025-02-05 · 0002055184-25-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-04-07T17:34:14Z

Rdap Domain Last Changed

2026-03-23T18:41:32Z

Rdap Nameservers

Ns1-36.azure-dns.comNs2-36.azure-dns.netNs3-36.azure-dns.orgNs4-36.azure-dns.info

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Transfer Prohibited

Trust Company Affiliate