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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-16-2014
- Office Locations
- 4
Office Locations
About Sophis Investments LLC
Sophis Investments LLC is a registered investment adviser providing discretionary and non-discretionary advisory services to retail and institutional clients. The firm is a research-driven, public-markets value manager running concentrated portfolios focused on undervalued and special-situation opportunities, with institutional strategies that may take an activist, value-added role. Uses custodians including Charles Schwab and Pershing.
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Owner & Executives
TASSOS DEMETRIOS RECACHINAS
Chief Compliance Officer, Director, Managing Member
- CRD
- #5002813
- Ownership
- 75% or more
EDWARD IGNATIOUS OBRIEN
Chairman
- CRD
- #1001911
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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WALTER EDWARD AUCH JR
Chief Operating Officer
- CRD
- #8660
VIJAY MALIK
--
- CRD
- #4992630
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,959,574 | $1,327,755 |
| Non-Discretionary | $40,911,849 | $3,719,259 |
| Total | $129,871,423 | $1,665,018 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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