Sophrosyne Capital, LLC is a mid-sized advisory firm based in New York. It manages $68 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.
Sophrosyne Capital provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sophrosyne Capital, LLC is $68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sophrosyne Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Sophrosyne Capital, LLC performs its advisory services is located at 156 East 36 Th Street At 2 Sniffen Court, New York, NY 10016, which is also the mailing address of the firm. An additional office of the firm is in Las Vegas, NV. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-444-2500 or by fax 646-304-1510. The normal business hours are 9:00 am to 5: pm on Monday - Friday. You can find more information about the New York firm at sophrosynecapital.com.