PHORCYS INVESTMENT ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Guaynabo, PR
CRD number
306551
Registered since
February 11, 2022

Firm profile

FINTRX

Overview

Phorcys Investment Advisors, LLC is an SEC-registered investment adviser (registered in 2022) that appears to operate as an active sponsor and general partner for pooled investment vehicles. The firm's regulatory profile and stated affiliations — broker-dealer and sponsor, GP, and managing member of pooled investment vehicles — indicate a business model built around managing private funds and serving as sponsor/manager for real asset and energy-oriented investments. Phorcys does not identify as an active ESG investor and is not positioned as a pension consultant or multi-state adviser in the available data. Investment emphasis leans toward private and real-asset strategies rather than public-market active equity management. Given its roles as sponsor and GP, the firm is likely to structure and operate funds where it takes both an advisory and governance role, and it appears focused on concentrated, manager-led allocations rather than broad retail advisory relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Stephanie Jackels

    Chief Financial OfficerCRD 5928877

  • WILLIAM HAWK

    CEO & PresidentCRD 2494928

Contacts

3 of 3
  • RAFAEL PAGAN MARXUACH

    Managing PartnerCRD 2863850

  • VASILEIOS SFYRIS

    Managing PartnerCRD 4026992

  • BENJAMIN EILER

    ManagerCRD 3063023

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Guaynabo, PR

Location

Guaynabo, PR

Headquartered in Guaynabo, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
2 Calle Tabonuco
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth