SOPHIS INVESTMENTS LLC
CRD #170391 SEC #801-114611 NEW YORK, NY 212-572-6360
SEC Registered
Total AUM
$128.5M
Discretionary
$85.8M
Employees
5
Clients
--
Accounts
79
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $128.5M | $85.8M | $42.7M | 5 | 0 |
| Apr 2025 | $137.6M | $94.4M | $43.2M | 5 | 0 |
| Nov 2024 | $138.1M | $94.1M | $43.9M | 5 | 0 |
| Oct 2024 | $138.1M | $94.1M | $43.9M | 5 | 0 |
| Feb 2024 | $130.3M | $90.8M | $39.5M | 5 | 0 |
| Jan 2024 | $130.3M | $90.8M | $39.5M | 5 | 0 |
| Mar 2023 | $110.3M | $75.2M | $35.2M | 5 | 0 |
| Apr 2022 | $130.7M | $91.5M | $39.2M | 5 | 0 |
| Apr 2021 | $106.2M | $80.2M | $26M | 5 | 0 |
| Jan 2021 | $38.1M | $8.9M | $29.2M | 5 | 0 |
| Jun 2020 | $32.6M | $9.7M | $22.9M | 4 | 0 |
| Jun 2020 | $32.6M | $9.7M | $22.9M | 4 | 0 |
| Mar 2020 | $32.6M | $9.7M | $22.9M | 4 | 0 |
| Dec 2019 | $32M | $10.1M | $21.9M | 4 | 0 |
| Dec 2018 | $32M | $10.1M | $21.9M | 4 | 0 |
DateOct 2025
Total AUM$128.5M
Discretionary$85.8M
Non-Disc.$42.7M
Employees5
Clients0
DateApr 2025
Total AUM$137.6M
Discretionary$94.4M
Non-Disc.$43.2M
Employees5
Clients0
DateNov 2024
Total AUM$138.1M
Discretionary$94.1M
Non-Disc.$43.9M
Employees5
Clients0
DateOct 2024
Total AUM$138.1M
Discretionary$94.1M
Non-Disc.$43.9M
Employees5
Clients0
DateFeb 2024
Total AUM$130.3M
Discretionary$90.8M
Non-Disc.$39.5M
Employees5
Clients0
DateJan 2024
Total AUM$130.3M
Discretionary$90.8M
Non-Disc.$39.5M
Employees5
Clients0
DateMar 2023
Total AUM$110.3M
Discretionary$75.2M
Non-Disc.$35.2M
Employees5
Clients0
DateApr 2022
Total AUM$130.7M
Discretionary$91.5M
Non-Disc.$39.2M
Employees5
Clients0
DateApr 2021
Total AUM$106.2M
Discretionary$80.2M
Non-Disc.$26M
Employees5
Clients0
DateJan 2021
Total AUM$38.1M
Discretionary$8.9M
Non-Disc.$29.2M
Employees5
Clients0
DateJun 2020
Total AUM$32.6M
Discretionary$9.7M
Non-Disc.$22.9M
Employees4
Clients0
DateJun 2020
Total AUM$32.6M
Discretionary$9.7M
Non-Disc.$22.9M
Employees4
Clients0
DateMar 2020
Total AUM$32.6M
Discretionary$9.7M
Non-Disc.$22.9M
Employees4
Clients0
DateDec 2019
Total AUM$32M
Discretionary$10.1M
Non-Disc.$21.9M
Employees4
Clients0
DateDec 2018
Total AUM$32M
Discretionary$10.1M
Non-Disc.$21.9M
Employees4
Clients0