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Syon Capital LLC
Ash Chopra · Investment Advisor · Multi-Strategy
Syon Capital LLC is a San Francisco-based independent Registered Investment Advisor and multi-family office founded in 2022 by Ash Chopra. The firm was established by a veteran team formerly with Merrill Lynch Private Wealth, where they managed several billion dollars in assets. Syon Capital serves ultra-high-net-worth individuals, families, and entrepreneurs, providing holistic wealth management and financial planning. The institution operates as a fiduciary, offering conflict-free advice across both assets and liabilities. By functioning as a "personal CFO," the firm aims to optimize its clients' capital through tailored strategies that address the complex financial needs of wealthy families and their future generations.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +6.6% |
| YTD return | +5.7% |
| Sharpe ratio | 0.12 |
| Win rate | 64% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.syoncap.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 19.4% | +20.5% |
| AAPL | Apple Inc | 11.1% | +30.2% |
| NVDA | NVIDIA Corporation | 10.8% | +18.0% |
| MSFT | Microsoft Corporation | 8.9% | -2.1% |
| DASH | DoorDash, Inc. Class A Common Stock | 8.7% | -22.2% |
| META | Meta Platforms Inc. | 7.3% | -4.9% |
| AMZN | Amazon.com Inc | 5.0% | +13.9% |
| AVGO | Broadcom Inc | 4.0% | +7.4% |
| XYZ | Block, Inc | 3.8% | +4.5% |
| JPM | JPMorgan Chase & Co | 2.6% | +13.3% |
| BRK-A | Berkshire Hathaway Inc | 2.5% | +3.3% |
| LLY | Eli Lilly and Company | 2.2% | +37.3% |
| MU | Micron Technology Inc | 2.1% | +37.6% |
| RBLX | Roblox Corp | 2.1% | -46.9% |
| DOCU | DocuSign Inc | 1.9% | +3.2% |
| XOM | Exxon Mobil Corp | 1.8% | +40.0% |
| AMD | Advanced Micro Devices Inc | 1.7% | +55.9% |
| V | Visa Inc. Class A | 1.5% | +6.0% |
| TSLA | Tesla Inc | 1.4% | +5.0% |
| WMT | Walmart Inc. Common Stock | 1.3% | +2.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | WMT | 1.5% → 1.3% |
| Aug 31, 2026 | BUY | TSLA | 0.0% → 1.4% |
| Aug 31, 2026 | SELL | XOM | 1.9% → 1.8% |
| Aug 31, 2026 | SELL | PANW | 1.3% → 0.0% |
| Aug 31, 2026 | BUY | GOOGL | 19.1% → 19.4% |
Investment Style Analysis
Syon Capital LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Syon Capital LLC made a significant move by reducing the position in WMT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Syon Capital's investment philosophy is built on the concept of being a client's "personal family office," focusing on a comprehensive understanding of each individual's financial condition and long-term goals. The firm employs a fundamental analysis approach, prioritizing "net keep" by maximizing returns after taxes and fees. Its strategy involves constructing customized, diversified portfolios that may include equities, fixed income, and private investment opportunities. As a fiduciary, Syon emphasizes independent advice and a holistic view of the client's balance sheet, aiming to manage both risks and opportunities across all aspects of their financial lives to enhance and preserve their legacies.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Syon Capital LLC.
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Frequently asked questions
How is the simulated portfolio for Syon Capital LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Syon Capital LLC's largest holding?
As of the latest filing, Syon Capital LLC's top position is Alphabet Inc Class A (GOOGL), representing 19.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Syon Capital LLC's historical performance and risk profile?
Our simulation indicates a total return of +6.6% with a win rate of 64%. Notably, the portfolio maintains a Sharpe Ratio of 0.12, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Syon Capital LLC primarily invest in?
Syon Capital LLC has a strong preference for the Internet Content & Information sector, which makes up 26.7% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Syon Capital LLC's portfolio concentrated or diversified?
Syon Capital LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Syon Capital LLC performed in 2026?
Our AI-simulated model portfolio for Syon Capital LLC tracks a Year-to-Date (YTD) return of +5.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ash Chopra manage Syon Capital LLC directly?
Yes, Ash Chopra serves as the key portfolio manager for Syon Capital LLC, overseeing the investment strategy and final capital allocation decisions.