Ashish Jitendra Shah

Employer firm

Syon Capital LLC CRD 322776

$4.38B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → 12/2020
  First Western Capital Management
  Los Angeles, CA
• 12/2020 → 04/2023
  F/M Investments
  Washington, DC
• 12/2020 → 04/2023
  F/M Acceleration
  Washington, DC
• 12/2020 → 04/2023
  Oakhurst Capital Management
  Los Angeles, CA
• 04/2023 → 04/2024
  Evoke Advisors
  Los Angeles, CA
• 04/2024 → Present
  Syon Capital, Llc
  San Francisco, CA

Previous Registrations

• 2023-05-22 → 2024-04-22
  Evoke Advisors
  Los Angeles, CA
• 2020-12-23 → 2023-08-22
  F/M Investments Llc
  Washington, DC
  Los Angles, CA
• 2021-01-20 → 2023-08-22
  Oakhurst Capital Advisors, Llc
  Washington, DC
  Los Angeles, CA
• 2020-01-30 → 2020-12-04
  First Western Capital Management Company
  Los Angeles, CA
  Denver, CO

Other Businesses

(1) Moonlight Capital LLC (CA), not investment related, 1830 Kelton Ave., #12 Los Angeles, CA 90025, direct real estate Investments in residential, commercial and lodging, Principal, 5/2015, 1-2 hours per month, 0 during trading hours, I use LLC vehicle to invest in real estate where I am actively involved, Objective- generate rental income. (2) SNAK LLC (UT), not investment related, 1830 Kelton Ave., #12 Los Angeles, CA 90025, direct real estate Investments in residential, commercial and lodging, Principal, 7/2021, 1-2 hours per month, 0 during trading hours, I use LLC vehicle to invest in real estate where I am actively involved, Objective- generate rental income. (3) Health Vignette, not investment related, 160 Robinson Road #24-09 SBF center, Singapore 068914, Healthcare Software business, Advisory Board Member, Start date 2/2025, 4 hours monthly, 0 hours during trading hours, participate in advisory calls to guide business strategy.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-07