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Sophis Investments LLC

● SEC registered since 2019CRD 170391SEC# 801-114611New York, NY
Export (members)
Reg. AUM
$137.6M
Employees
5
Accounts
85
Location
New York, NY

Sophis Investments LLC assets under management

Sophis Investments LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2019. It reports $137.6 million in regulatory assets under management and employs 5 people.
www.sophis.coView on SEC.gov ↗

Sophis Investments LLC owners & executives

2 reported
NameTitleOwnershipSince
Edward Ignatious ObrienChairman10-25%2017
Tassos Demetrios Recachinas ControlManaging Member & CcoOver 75%2008

Frequently asked questions

How much does Sophis Investments LLC manage?

Sophis Investments LLC reports $137.6 million in regulatory assets under management on its Form ADV.

How many employees does Sophis Investments LLC have?

Sophis Investments LLC reports 5 employees.

Where is Sophis Investments LLC located?

Sophis Investments LLC is based in New York, NY and has been SEC-registered since 2019.

Does Sophis Investments LLC disclose fund performance?

Sophis Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address250 Park Avenue, 7th Floor, New York, NY 10177-0799
Phone212-572-6360
Fax877-333-7237
Office hours8:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$94.4M
Non-discretionary$43.2M
Total (RAUM)$137.6M