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Building 2SYON CAPITAL LLC

Map pinSAN FRANCISCO, CA
Phone415-520-7966
NotebookSEC #801-126386
Total AUM
$4.4B
Employees
17
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 MONTGOMERY ST.
STE 1250
SAN FRANCISCO
CA 94111
United States
Operating Hours
8:00 A.M. TO 4:00 P.M. PT
Monday - Friday
Phone
415-520-7966

ReceiptFinancials

Total AUM
$4.4B
Accounts
1,089
Discretionary
$2.3B
Accounts
519
Non-Discretionary
$2.1B
Accounts
570

ContactClients

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HNW Individual Clients
64
AUM
$4.3B
Pooled Vehicle Clients
6
AUM
$51.6M
Charitable Organization Clients
2
AUM
$43M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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