Phronimos Capital, LLC

Overview

Phronimos Capital, LLC is a small, owner-operated advisory boutique focused on portfolio management for individuals, families and small businesses. The firm runs discretionary mandates and shows a clear tilt toward public equities as its core allocation strategy. Compensation mixes include percentage-of-AUM fees and performance-based fees, which suggests the firm may structure customized separately managed accounts or access third‑party managers that carry incentive fees. Investment activity centers on exchange-traded equities as the primary risk engine, with support allocations to fixed income and mutual funds. The firm is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser. Business activity is concentrated on direct portfolio management rather than broad institutional consulting or capital allocation across private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices