# SOPHIS INVESTMENTS LLC

SOPHIS INVESTMENTS LLC is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2016
- **Assets under management:** $500M - $1B (Altss estimate)
- **Website:** sophisinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/sophis-investments

## Regulatory record

- **CRD number:** 170391
- **SEC file number:** 801-114611
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170391

## About

SOPHIS INVESTMENTS LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2019. The firm manages $130 million in regulatory assets, $89 million on a discretionary basis. It has 5 employees and 5 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Healthcare Services
- Energy Transition & Renewables

## People

- Alexander R. T. Smith — Managing Partner
- Jennifer L. Chen — Chief Investment Officer

## Questions

### Does SOPHIS INVESTMENTS LLC commit to external funds or only direct deals?

The firm uses both approaches: direct equity investments and co-investments in private credit, real estate, and infrastructure, as well as fund-of-funds allocations to partner GPs. Its hybrid structure allows flexibility across fund and direct channels.

### What investment stages does SOPHIS target?

SOPHIS focuses on growth-stage and mature asset private deals, particularly in private credit tranches, real estate acquisitions, and infrastructure projects with stable cash flows. It also considers some venture co-investments selectively.

### What sectors does SOPHIS explicitly avoid?

The firm avoids pure-play venture capital in early-stage technology, and it does not invest in cryptocurrency or high-risk cyclical commodities based on its stated publicly available portfolios.

## Related profiles

- [Provenire Capital](https://altss.com/profile/provenire-capital-llc)
- [Brightworks Financial Planning LLC](https://altss.com/profile/brightworks-financial-planning-llc)

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Last updated: 2026-07-06T01:24:25.765Z

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