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Asset ManagerExempt Reporting Adviser · CRD 107098Private Fund Adviser

Updated:

Siphron Capital Management

Siphron Capital Management (SCM) is an independent portfolio management firm serving institutional and high net worth clients, including pension funds,...

Overview

Siphron Capital Management (SCM) is an independent portfolio management firm serving institutional and high net worth clients, including pension funds, foundations, endowments, individuals and trusts. Portfolios are invested exclusively in high-quality domestic equities that demonstrate consistent, above-average growth potential. The firm’s longstanding goal is to maximize return on investment for clients, achieving long-term capital growth while minimizing risk. It is 100% owned by its investment team and is a registered investment adviser not affiliated with any other organization.

General information

Firm type

Asset Manager

Year founded

1992

Location

City

Burbank

Principals

David C. Siphron

CFA — President and CIO; Co-portfolio manager for all client accounts

Peter D. Siphron

CFA — Senior Vice President and Director of Research; Co-portfolio manager for all client accounts

Melissa S. Sohn

CFA — Chief Compliance Officer and Operations Manager

Sector focus

Domestic large-cap equities

Frequently asked questions

How does Siphron Capital Management source deals?

No information exists on Siphron Capital Management's sourcing model, proprietary deal flow, or relationships with external partners. The firm operates with a low public profile.

What is the wealth origin behind Siphron Capital Management?

The underlying wealth origin is not disclosed. No family, individual, or institutional sponsor has been publicly linked to the firm.

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