Sphinx Investments LLC

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Client assets under management

$46,100,568

Clients

125

9% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$368,805

About

Sphinx Investments LLC provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, and also accepts institutional clients. The firm serves as investment adviser to Sphinx Opportunity Fund II, an interval fund currently in the process of registration under the Investment Company Act, in addition to managing separate client accounts.

Sphinx documents client goals and constraints in an Investment Policy Statement and generally manages accounts on a discretionary basis, applying fundamental analysis, modern portfolio theory and a long‑term trading approach. For the Fund and certain client portfolios the firm allocates to private funds, private equity, REITs, fixed income and other investment vehicles, and it may invest with third‑party managers and hold positions that are relatively illiquid for extended periods.

Notably for a firm of its size, Sphinx combines retail advisory services with an adviser role to an SEC‑registered investment company and serves investment company clients directly, while operating from multiple offices. The firm’s practice emphasizes fund‑level allocations and ongoing due diligence of underlying managers, and one principal also spends roughly 5–10% of his time in a separate business consulting role.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Real estate investing

Fee options

Fixed

Financial planning fixed fees between $2,500 and $6,000

Percentage

1.50% to 1.75% (typical range for separate accounts, negotiable)

Other

Account minimum: $500 initial minimum for the Fund; $100 minimum for additional contributions; no minimum account size for other services Fee-only: Portfolio management fees 1.50% to 1.75%, negotiable; Fund management fee 1.50% per annum of Fund's average daily net assets

Most active in

California · Florida · Kansas · Missouri · Montana · New Jersey · Texas · Virginia · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 833-247-7833

Advisors at this firm

John P

Series 63, Series 66

Henrico, VA

Sphinx Investments LLC

John Polemis is a financial advisor at Sphinx Investments LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in outside insurance sales. Sphinx Investments LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, corporations, and an interval closed-end investment company. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and serves clients through separate account management and financial planning engagements.

Private / alternative investments Real estate investing

Elliot O

Series 66

Stilwell, KS

Sphinx Investments LLC

Elliot Omanson is a financial advisor at Sphinx Investments LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at OWLFI RIA LLC, Motiv8 Investments LLC, and USA Financial Securities. Outside of his advisory role, he is a co-owner of a property and casualty insurance agency in Lenexa, KS. Sphinx Investments LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, corporations, and an interval closed-end investment company. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and serves clients through customized investment strategies and documented Investment Policy Statements.

Private / alternative investments Real estate investing

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