Phronimos Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,738,896
Total clients
15
60% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$2,049,260
About
Phronimos Capital provides discretionary portfolio management and related investment research services to individual clients (including high-net-worth individuals) and corporations, and manages roughly $30.7 million in client assets. The firm also offers investment research and implementation support for accounts not custodied with the firm, such as 401(k) plans and HSAs.
The firm combines fundamental company analysis with quantitative models to pursue deep-value opportunities globally, offering concentrated and more diversified deep-value sleeves as well as a global income strategy. Portfolios may include small- and micro-cap securities, structured products, and options, and the firm uses an order management system to implement tax-efficient asset location and opportunistic rebalancing for held-away accounts.
Phronimos is notable among solo independent advisers for its use of derivatives in separately managed accounts and for offering performance-based fee arrangements to qualified clients with a high-water mark provision. The firm also discloses hypothetical performance in its materials and sells investment research to other advisors or qualified clients, practices that are uncommon for firms of this size.
Client services
Portfolio management
Investment research
Expertise
Concentrated stock management
Active portfolio management
Private / alternative investments
Real estate investing
Fee options
$0+: 1.25% annually (standard portfolio management fee) $1,100,000+: Up to 0.5% fixed portion of performance-based fee annually plus up to 15% of gross profits variable portion (for qualified clients)
Fixed fee up to 0.5% per annum plus variable fee generally equal to a maximum of 15% of gross profits, payable quarterly in arrears for qualified clients with at least $1,100,000 under management or $2,200,000 net worth.
Account minimum: $500,000 Fee-only: 1.25% annually of assets under management; performance-based fees for qualified clients as described above.
Main office location
Phronimos Capital, LLC
Kennett Square PA, United States
Number of offices
1
Most active in
Phronimos Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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