SOPHRON CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2024
Total AUM
$527M
Discretionary
$527M
100% of AUM
Avg account
$527M
Accounts
1
Employees
2
Advisory reps
3

Firm details

Headquarters
SUMMIT, New Jersey
CRD number
331387
Registered since
June 7, 2024
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sophron Capital Management is organized as a limited partnership that serves institutional clients. Its stated advisory activity is portfolio management for pooled investment vehicles, and its fee arrangements include performance-based fees alongside other fee types. The firm is registered with the SEC as of 2024 and is not identified as an active ESG investor or a multi-state adviser. Sophron is not classified as a capital allocator in the provided data; ownership is recorded as a combination of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • MICHEAL KLEIN

    Chief Financial OfficerCRD 6027927

  • GEORGE MASLOVSKY

    Founder & CIOCRD 4671387

  • Andrew Yang

    Chief Operations Officer / Chief Compliance OfficerCRD 7914878

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SUMMIT, NJ

UNION

Location

SUMMIT, NJ

Headquartered in SUMMIT, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
UNION
Address
350 Springfield Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth