Siphron Capital Management (Beverly Hills)

Siphron Capital Management is an adviser based in Beverly Hills. It manages $71.86 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Siphron Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Siphron Capital Management: assets under management

The assets under management (AUM) of Siphron Capital Management is $71.86 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $71.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.53 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Siphron Capital Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Siphron Capital Management

David Clyde Siphron has been acting as President since 1 Sep 1992. Melissa Lambrecht Siphron joined the executive team most recently as the Assistant Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Clyde Siphron	President	1 Sep 1992	50% - 75%	4363163
Peter David Siphron	Vice president	1 Sep 1992	25% - 50%	4363167
Melissa Lambrecht Siphron	Assistant vice president	1 Dec 2000	Other	4363171
Melissa Siphron Sohn	Assistant vice president	1 Dec 2000	Other	4363171

Based in Beverly Hills

The principal office where Siphron Capital Management performs its advisory services is located at 280 S. Beverly Drive, Beverly Hills, CA 90212 3904, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.