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Trustee · Syon Capital LLC

Shaili Chopra

CRD 7629721 · Named on Form ADV at one SEC-registered adviser

At a glance

Syon Capital LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $4.4 billion in regulatory assets, lists Shaili Chopra on its Form ADV as Trustee, a control person.

Firms and roles

  • Syon Capital LLCTrusteeWealth manager · SAN Francisco, CA · $4.4B in regulatory assets

AtlasMembers

Shaili’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shaili’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.