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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

PHORCYS ASSET MANAGEMENT LLC

CRD 314418

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ab558ace-4bbf-f710-021e-d67a0153c62e

Data as of Apr 17, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: May 5, 2021 to Apr 17, 2023
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $175MItem 5.F on the latest filing (2023-04-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $175M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2
SEC number: 801-121397
CRD: 314418
Filings on the tape: 6
First filed: May 5, 2021
Latest filed: Apr 17, 2023
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EILER, BENJAMIN, THOMAS	Member	C	yes	08/2020	May 5, 2021	Apr 17, 2023
HAWK, WILLIAM, HEATH	Member	C	yes	08/2020	May 5, 2021	Apr 17, 2023
HOLMAN, JOHN, MICHAEL	Cco	Na	yes	08/2020	May 5, 2021	Apr 17, 2023
Jackels, Stephanie, Kane	Cfo	Na	yes	08/2020	May 5, 2021	Apr 17, 2023
SFYRIS, VASILEIOS, ALEXIOS	Member	C	yes	08/2020	May 5, 2021	Apr 17, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PHORCYS INVESTMENT ADVISORS, LLC	n/a	Former SEC adviser	$1.2B	N	yes	n/a
PHORCYS CAPITAL PARTNERS, LLC	n/a	Asset manager	$191M	N	yes	n/a
FSAM LLC	n/a	Mixed wealth	$138M	N	yes	n/a
PRCE MANAGEMENT LLC	n/a	Asset manager	$22.2M	N	yes	n/a
FIRST SOUTHERN, LLC	n/a	n/a	n/a	N	yes	n/a
PHORCYS REAL ESTATE CAPITAL PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Guaynabo	Pr	United States	3	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Apr 3, 2023	$175M	$175M	5	3	1	n/a	n/a
2021	Mar 22, 2022	$297M	$297M	5	3	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$175M	$297M	-41.2%	n/a	n/a	5	5	1	1

Relationships

Affiliated with (5)

← PHORCYS INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ PHORCYS CAPITAL PARTNERS, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ FSAM LLCRegistered adviserother investment adviser, common control
factForm ADV
→ PHORCYS INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ PRCE MANAGEMENT LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Controls (5)

← HOLMAN, JOHN, MICHAELOwnerCCO, ownership code NA, individual
May 5, 2021 to presentfactForm ADV
← HAWK, WILLIAM, HEATHOwnerMEMBER, ownership code C, individual
May 5, 2021 to presentfactForm ADV
← EILER, BENJAMIN, THOMASOwnerMEMBER, ownership code C, individual
May 5, 2021 to presentfactForm ADV
← SFYRIS, VASILEIOS, ALEXIOSOwnerMEMBER, ownership code C, individual
May 5, 2021 to presentfactForm ADV
← Jackels, Stephanie, KaneOwnerCFO, ownership code NA, individual
May 5, 2021 to presentfactForm ADV

Dated events

Occurred
Apr 3, 2023
Regulatory AUM changed
Phorcys Asset Management Llc reported RAUM $174.6M, down 41% from $297.2M (2022-03-22 to 2023-04-03)
Form ADVobserved 6 days ago
$-123M
Occurred
May 5, 2021
First Form ADV filing
Phorcys Asset Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab558ace-4bbf-f710-021e-d67a0153c62e
First observed: May 5, 2021
Last observed: Apr 17, 2023 41 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PHORCYS ASSET MANAGEMENT LLC

CRD 314418

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ab558ace-4bbf-f710-021e-d67a0153c62e

Data as of Apr 17, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:11 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EILER, BENJAMIN, THOMAS

Member

yes

08/2020

May 5, 2021

Apr 17, 2023

HAWK, WILLIAM, HEATH

Member

yes

08/2020

May 5, 2021

Apr 17, 2023

HOLMAN, JOHN, MICHAEL

Cco

yes

08/2020

May 5, 2021

Apr 17, 2023

Jackels, Stephanie, Kane

Cfo

yes

08/2020

May 5, 2021

Apr 17, 2023

SFYRIS, VASILEIOS, ALEXIOS

Member

yes

08/2020

May 5, 2021

Apr 17, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PHORCYS INVESTMENT ADVISORS, LLC

n/a

Former SEC adviser

$1.2B

yes

n/a

PHORCYS CAPITAL PARTNERS, LLC

n/a

Asset manager

$191M

yes

n/a

FSAM LLC

n/a

Mixed wealth

$138M

yes

n/a

PRCE MANAGEMENT LLC

n/a

Asset manager

$22.2M

yes

n/a

FIRST SOUTHERN, LLC

n/a

yes

n/a

PHORCYS REAL ESTATE CAPITAL PARTNERS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Guaynabo

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Apr 3, 2023

$175M

n/a

2021

Mar 22, 2022

$297M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$175M

$297M

-41.2%

n/a