Syon Capital LLC
SYON Capital LLC is an independent investment firm headquartered in San Francisco, California. The firm operates as a registered investment adviser, advising high net worth families, executives, and entrepreneurs on building holistic financial strategies. Syon Capital was founded in 2019 and employs a lean team to deliver bespoke investment and wealth management services aimed at optimizing client capital and legacy.
Investment Strategy
SYON Capital LLC provides multi-asset portfolio management, focused on customized and holistic asset allocation tailored to the individual needs of affluent clients. Their strategy emphasizes diversification across equities, fixed income, ETFs, and alternative investments. The firm leverages both fundamental and quantitative research, actively managing positions to optimize risk-adjusted returns and address the long-term wealth planning goals of its clients.
Top Holdings
Equity Positions (720)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CMF | ISHARES CALIFORNIA MUNI BOND ETF | 4.43% | $67.2M | 1,205,909 | $56.28 | $55.74 | -$8.6M |
D DASH | DOORDASH INC CL A | 4.15% | $62.9M | 255,347 | $246.51 | $246.51 | +$62.9M |
M META | META PLATFORMS INC CL A | 3.45% | $52.3M | 70,801 | $583.10 | $738.09 | +$32.9M |
M MSFT | MICROSOFT CORP COM | 3.03% | $45.9M | 92,295 | $353.42 | $497.41 | +$14.3M |
N NVDA | NVIDIA CORPORATION COM | 2.81% | $42.6M | 269,390 | $68.38 | $157.99 | +$16.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
D DOCU | DOCUSIGN INC COM | New | Call | $6.8M | 874 | $77.89 | $77.89 | +874 | +$6.8M |