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Building 2SOPHIS INVESTMENTS LLC

Map pinNEW YORK, NY
Phone212-572-6360
NotebookSEC #801-114611
Total AUM
$129.9M
Employees
5
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 PARK AVENUE
7TH FLOOR
NEW YORK
NY 10177-0799
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
212-572-6360

ReceiptFinancials

Total AUM
$129.9M
Accounts
78
Discretionary
$89M
Accounts
67
Non-Discretionary
$40.9M
Accounts
11

ContactClients

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Individual Clients
17
AUM
$3.8M
HNW Individual Clients
22
AUM
$123.2M
Corporation or Business Clients
2
AUM
$2.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNJNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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