# SYON CAPITAL LLC

SYON CAPITAL LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 322776
- Type: SEC-registered investment adviser
- SEC file number: 801-126386
- Location: 555 MONTGOMERY ST., STE 1250, SAN FRANCISCO, CA, 94111
- Phone: 415-520-7966
- Latest filing: 2026-07-27
- Regulatory AUM: $4.4B
- Discretionary AUM: $2.3B
- Non-discretionary AUM: $2.1B
- Clients: 17
- Accounts: 1,089

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| John Keith Dwyer | CHIEF COMPLIANCE OFFICER | — |
| Roseann Higgins | CHIEF COMPLIANCE OFFICER | Cincinnati, OH |
| Ashu Chopra | MANAGING MEMBER; TRUSTEE | — |
| Shaili Chopra | TRUSTEE | — |
| Megan S Mulloy | VICE PRESIDENT OF OPERATIONS | — |
| Sien Chen | CHIEF FINANCIAL OFFICER | — |
| STARK BRADLEY RICHARD | CHIEF COMPLIANCE OFFICER | — |
| MURRAY ALLEN EDWARD | CHIEF RELATIONSHIP OFFICER | — |
| WOODARD KEVIN SEAN | MEMBER, MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| BUSH STEPHANIE KIM | CHIEF COMPLIANCE OFFICER | — |
| HIGGINS ROSEANN | CHIEF COMPLIANCE OFFICER | — |
| CHOPRA ASHU | MANAGING MEMBER; TRUSTEE | — |
| CHEN SIEN | CHIEF OPERATING OFFICER AND HEAD OF INVESTMENT MANAGEMENT | — |
| Chopra Shaili | TRUSTEE | — |
| Mulloy Megan S | VICE PRESIDENT OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322776/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322776/similar
- Related entities: https://search.stillhousedata.com/firm/322776/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322776

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.