Overview
Assets Under Management: $164 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 48
Average Client Assets: $1.3 million
Frequently Asked Questions
PHORCYS CAPITAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285635), PHORCYS CAPITAL PARTNERS, LLC is subject to fiduciary duty under federal law.
PHORCYS CAPITAL PARTNERS, LLC is headquartered in ALPHARETTA, GA.
PHORCYS CAPITAL PARTNERS, LLC serves 48 high-net-worth clients according to their SEC filing dated April 01, 2025. View client details ↓
According to their SEC Form ADV, PHORCYS CAPITAL PARTNERS, LLC offers portfolio management for pooled investment vehicles. View all service details ↓
PHORCYS CAPITAL PARTNERS, LLC manages $164 million in client assets according to their SEC filing dated April 01, 2025.
According to their SEC Form ADV, PHORCYS CAPITAL PARTNERS, LLC serves pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.28%
Average Client Assets: $1.3 million
Total Client Accounts: 97
Discretionary Accounts: 96
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 285635
Filing ID: 1961764
Last Filing Date: 2025-04-01 09:07:00