Sphinx Investments LLC (SIL) manages an interval fund, Sphinx Opportunity Fund II, and offers ongoing portfolio management services tailored to individual client goals and risk tolerance. SIL also provides financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. SIL generally advises on mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, commodities, and private placements.
Assets Under Management$65M
Clients305
Advisors2
Avg. per Client$210K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Sphinx Investments LLC's fees typically range from 1.50% to 1.75% of the value of your portfolio annually. The final fee schedule is documented in your advisory agreement. All fees are subject to negotiation.
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