Scion Capital, LLC (San Jose)


Scion Capital, LLC is a large advisory firm based in San Jose. It manages $29.4 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002.

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

Scion Capital: assets under management

The assets under management (AUM) of Scion Capital, LLC is $29.4 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $29.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $29.4 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scion Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Based in San Jose

The principal office where Scion Capital, LLC performs its advisory services is located at 2055 Gateway Place, San Jose, CA 95110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-467-3800 or by fax 408-467-3801. The normal business hours are 6:00 am - 2:30 pm on Monday - Friday. You can find more information about the New York firm at www.scioncapital.com.