Sphinx Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 327836
- Registered since
- May 1, 2024
- Website
- www.sphinxinvests.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals55.39%
- HNWI44.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Sphinx Investments LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is individually owned and serves both individual and family clients as well as institutional clients. Its primary revenue model is a percentage-of-assets-under-management fee structure. Core advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and investment companies. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not describe itself as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Private Funds2%
Contacts
3 of 3
Elliot Omanson
CaptainCRD 6264279
Joshua Curtis
Investment Adviser RepresentativeCRD 6662061
John Polemis
Investment AdvisorCRD 4270012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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