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sophis investments llc

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sophis investments llcnew york, NY

Additional Information

Sophis Investments LLC is a registered investment adviser providing discretionary and non-discretionary investment advisory services. The firm is a fundamental, bottom-up, research-driven value investor in public markets offering concentrated investment strategies focused on undervalued and special situation opportunities.

registered investment adviser

Specializes in

fundamental analysisbottom-up researchvalue investingspecial situation opportunitiesundervalued securitiesactivist investing

Services

discretionary investment advisory servicesnon-discretionary investment advisory servicesconcentrated investment strategiestailored portfolio managementactivist investing strategiesvalue-added investing strategies

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: 212-572-6360

Website: http://www.sophis.co

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Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

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