Phronimos Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Phronimos Capital provides discretionary portfolio management and related investment research services to individual clients (including high-net-worth individuals) and corporations, and manages roughly $30.7 million in client assets. The firm also offers investment research and implementation support for accounts not custodied with the firm, such as 401(k) plans and HSAs.
The firm combines fundamental company analysis with quantitative models to pursue deep-value opportunities globally, offering concentrated and more diversified deep-value sleeves as well as a global income strategy. Portfolios may include small- and micro-cap securities, structured products, and options, and the firm uses an order management system to implement tax-efficient asset location and opportunistic rebalancing for held-away accounts.
Phronimos is notable among solo independent advisers for its use of derivatives in separately managed accounts and for offering performance-based fee arrangements to qualified clients with a high-water mark provision. The firm also discloses hypothetical performance in its materials and sells investment research to other advisors or qualified clients, practices that are uncommon for firms of this size.
Client services
Expertise
Fee options
$0+: 1.25% annually (standard portfolio management fee) $1,100,000+: Up to 0.5% fixed portion of performance-based fee annually plus up to 15% of gross profits variable portion (for qualified clients)
Fixed fee up to 0.5% per annum plus variable fee generally equal to a maximum of 15% of gross profits, payable quarterly in arrears for qualified clients with at least $1,100,000 under management or $2,200,000 net worth.
Account minimum: $500,000 Fee-only: 1.25% annually of assets under management; performance-based fees for qualified clients as described above.
Main office
Kennett Square PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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