PHORCYS INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- Guaynabo, PR
- CRD number
- 306551
- Registered since
- February 11, 2022
- Website
- phorcyscp.com
Firm profile
FINTRXOverview
Phorcys Investment Advisors, LLC is an SEC-registered investment adviser (registered in 2022) that appears to operate as an active sponsor and general partner for pooled investment vehicles. The firm's regulatory profile and stated affiliations — broker-dealer and sponsor, GP, and managing member of pooled investment vehicles — indicate a business model built around managing private funds and serving as sponsor/manager for real asset and energy-oriented investments. Phorcys does not identify as an active ESG investor and is not positioned as a pension consultant or multi-state adviser in the available data. Investment emphasis leans toward private and real-asset strategies rather than public-market active equity management. Given its roles as sponsor and GP, the firm is likely to structure and operate funds where it takes both an advisory and governance role, and it appears focused on concentrated, manager-led allocations rather than broad retail advisory relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Stephanie Jackels
Chief Financial OfficerCRD 5928877
WILLIAM HAWK
CEO & PresidentCRD 2494928
Contacts
3 of 3RAFAEL PAGAN MARXUACH
Managing PartnerCRD 2863850
VASILEIOS SFYRIS
Managing PartnerCRD 4026992
BENJAMIN EILER
ManagerCRD 3063023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Guaynabo, PR
Location
Guaynabo, PR
Headquartered in Guaynabo, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 2 Calle Tabonuco
- Office locations
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