P
$30.7M Total AUM
$30.7M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-08-2015
- Office Locations
- 1
Office Locations
-- Kennett Square PA
About Phronimos Capital, LLC
Phronimos Capital is a fee-only RIA offering separately managed portfolios for long-term investors seeking capital appreciation above broad equity markets. The firm combines fundamental and quantitative research to identify global deep-value equity opportunities. Client accounts are typically custodied at Interactive Brokers, supporting global access and trading.
Team overview
-- AVG AGE
$30.7M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
SAM JOHN
Chief Compliance Officer, Managing Member
- CRD
- #3064091
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,738,896 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,738,896 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Other:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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