Investment adviser · CRD 314418
PHORCYS ASSET MANAGEMENT LLC
Investment adviser filing (IA)
ALPHARETTA, GA, United States · Form ADV filed Apr 17, 2023
- Regulatory AUM
- $175M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | Fewer than 5 | $174,600,000 | 100.0% |
| Corporations & businesses | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1752843 · Apr 17, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 17, 2023. View historical filings
Reported services
Not reported in these imported fields
Compensation
Percentage of assets · Performance-based
Principal office
1720 WINDWARD CONCOURSE,, SUITE 115ALPHARETTA, GA, 30005, United States
CRD 314418
Filing source
Form ADV 1752843 · Apr 17, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.