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.
Latest 13F Filing Activity
Syon Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 720 equity positions and 1 options positions with a total 13F market value of $2B. The fund increased holdings in Doordash Inc. CL A, Meta Platforms Inc. CL A, Ishares Agency Bond Etf among other positions. Syon Capital LLC reduced exposure to Ishares 10-20 Year Treasury Bond Etf, Vaneck Bitcoin Etf, Invesco Emerging Markets Sovereign Debt Etf among others.
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 |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Associate | CA , United States | |
N Nancy Hong | Senior Associate | San Francisco, CA , United States | |
P Peter L | Chief Investment Officer | San Francisco, CA , United States |