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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2023
- Office Locations
- 2
Office Locations
About Sphinx Investments LLC
Sphinx Investments LLC is a Richmond, VA registered investment adviser (est. 2023) serving retail and institutional clients. The firm provides investment planning, financial and estate planning, portfolio construction, and insurance guidance. Investment exposure includes fixed income, mutual funds/annuities, and alternatives such as private equity, venture capital, real estate, private placements, and Delaware statutory trusts, with an SRI theme noted. Custody includes Charles Schwab & Co.
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSHUA STEVE CURTIS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6662061
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ELLIOT THOMAS OMANSON
--
- CRD
- #6264279
John Polemis
--
- CRD
- #4270012
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,100,568 | $365,878 |
| Non-Discretionary | $0 | -- |
| Total | $46,100,568 | $365,878 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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