A complete list of active advisors currently associated with Sphinx Investments LLC

Warmer can help you find a great advisor at Sphinx Investments LLC or one who fits your needs even better.

Sphinx Investments LLC provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, and also accepts institutional clients. The firm serves as investment adviser to Sphinx Opportunity Fund II, an interval fund currently in the process of registration under the Investment Company Act, in addition to managing separate client accounts. Sphinx documents client goals and constraints in an Investment Policy Statement and generally manages accounts on a discretionary basis, applying fundamental analysis, modern portfolio theory and a long‑term trading approach. For the Fund and certain client portfolios the firm allocates to private funds, private equity, REITs, fixed income and other investment vehicles, and it may invest with third‑party managers and hold positions that are relatively illiquid for extended periods. Notably for a firm of its size, Sphinx combines retail advisory services with an adviser role to an SEC‑registered investment company and serves investment company clients directly, while operating from multiple offices. The firm’s practice emphasizes fund‑level allocations and ongoing due diligence of underlying managers, and one principal also spends roughly 5–10% of his time in a separate business consulting role.

To learn more about the advisors currently working at Sphinx Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.