Ashish
Shah

Syon Capital LLC

CRD#3102697
Investment Advisor
in San Francisco, CA

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About this Advisor

Ashish Shah is a financial advisor based in San Francisco, California, working with Syon Capital LLC. Ashish has previously held positions at First Western Capital Management, F/M Investments, F/M Acceleration, Oakhurst Capital Management, Evoke Advisors, and Syon Capital, LLC. Ashish has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Ashish is part of Syon Capital LLC, which operates out of San Francisco, California. The firm has 10 employees and manages assets totaling $2.5 billion. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Syon Capital LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

555 Montgomery St. Ste 1250
San Francisco, CA 94111

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Syon Capital LLC Brokerage Details

Total Assets Under Management

$2,534,443,012

CA Average: $7,578,581,321
Total Number of Employees

10

CA Average: 43
Total Number of Accounts

736

CA Average: 3,727
Average Account Size

$3,443,537

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Ashish Shah Work History

2024 - Present (0 year)

Syon Capital, LLC

2023 - Present (1 year)

Evoke Advisors

2020 - 2023 (3 years)

F/M Investments

2020 - 2023 (3 years)

F/M Acceleration

2020 - 2023 (3 years)

Oakhurst Capital Management

2008 - 2020 (12 years)

First Western Capital Management

Disclosures

Please visit the SEC profile of Ashish Shah to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Syon Capital LLC

Michelle Benicta
San Francisco, CA
Bernardino Ortiz
San Francisco, CA
Eden Fong
San Francisco, CA
Peter Lowden
San Francisco, CA
Sien Chen
San Francisco, CA
Ashish Shah
San Francisco, CA
Ashu Chopra
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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