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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

PHORCYS INVESTMENT ADVISORS, LLC

CRD 306551

GUAYNABO, PR

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:c97a3a4b-1c8b-6aec-a331-f624691e7703

Data as of Mar 20, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 2
On other graphs: 2
Observed: Jan 14, 2022 to Mar 20, 2024
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Phorcys Investment Advisors, LLC

Private equity manager · shared crd

Real Estate Fundsidentity

Phorcys Investment Advisors, LLC

Real estate fund manager · shared crd

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: $1.2BItem 5.F on the latest filing (2024-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
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: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $39.6Mgross asset value as reported per fund; never fund size
Custody, client assets: $39.6M
SEC number: 801-123240
CRD: 306551
Filings on the tape: 3
First filed: Jan 14, 2022
Latest filed: Mar 20, 2024
Organised: Limited Liability Company, Puerto Rico

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PHORCYS REAL ESTATE FUND I, LP	Real Estate Fund	$39.6M	Mar 20, 2024	57	Dec 5, 2019	reported	021-1794191

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	Manager	B	yes	06/2019	Jan 14, 2022	Mar 20, 2024
HAWK, WILLIAM, HEATH	Manager	B	yes	06/2019	Jan 14, 2022	Mar 20, 2024
HOLMAN, JOHN, MICHAEL	Cco	Na	yes	06/2019	Jan 14, 2022	Mar 20, 2024
PAGAN MARXUACH, RAFAEL, ANTONIO	Manager	D	yes	06/2019	Jan 14, 2022	Mar 20, 2024
SFYRIS, VASILEIOS, ALEXIOS	Manager	B	yes	06/2019	Jan 14, 2022	Mar 20, 2024

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 CAPITAL PARTNERS, LLC	n/a	Asset manager	$191M	N	yes	n/a
PHORCYS ASSET MANAGEMENT LLC	n/a	Former SEC adviser	$175M	N	yes	n/a
FSAM LLC	n/a	Mixed wealth	$138M	N	yes	n/a
FIRST SOUTHERN, LLC	n/a	n/a	n/a	N	yes	n/a
PESH MANAGEMENT LLC	n/a	n/a	n/a	N	yes	n/a
PHORCYS REAL ESTATE CAPITAL PARTNERS, LLC	n/a	n/a	n/a	N	no	n/a

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
2023	Mar 20, 2024	$1.2B	$1.2B	2	1	0	1	$39.6M
2022	Mar 27, 2023	$997M	$997M	6	3	0	1	$39.6M

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
2023	$1.2B	$997M	24.4%	n/a	n/a	2	6	0	0

Relationships

Affiliated with (7)

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

Advises (1)

→ PHORCYS REAL ESTATE FUND I, LPPrivate fundReal Estate Fund, IA
Dec 5, 2019 to presentfactForm ADV

Controls (5)

← HOLMAN, JOHN, MICHAELOwnerCCO, ownership code NA, individual
Jan 14, 2022 to presentfactForm ADV
← HAWK, WILLIAM, HEATHOwnerMANAGER, ownership code B, individual
Jan 14, 2022 to presentfactForm ADV
← PAGAN MARXUACH, RAFAEL, ANTONIOOwnerMANAGER, ownership code D, individual
Jan 14, 2022 to presentfactForm ADV
← EILER, BENJAMIN, THOMASOwnerMANAGER, ownership code B, individual
Jan 14, 2022 to presentfactForm ADV
← SFYRIS, VASILEIOS, ALEXIOSOwnerMANAGER, ownership code B, individual
Jan 14, 2022 to presentfactForm ADV

Dated events

Occurred
Mar 27, 2023
Regulatory AUM changed
Phorcys Investment Advisors, Llc reported RAUM $996.6M, up 219% from $311.9M (2022-01-14 to 2023-03-27)
Form ADVobserved 6 days ago
$685M
Occurred
Jan 14, 2022
First Form ADV filing
Phorcys Investment Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c97a3a4b-1c8b-6aec-a331-f624691e7703
First observed: Jan 14, 2022
Last observed: Mar 20, 2024 30 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 INVESTMENT ADVISORS, LLC

CRD 306551

GUAYNABO, PR

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:c97a3a4b-1c8b-6aec-a331-f624691e7703

Data as of Mar 20, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:36 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PHORCYS REAL ESTATE FUND I, LP

Real Estate Fund

$39.6M

Mar 20, 2024

Dec 5, 2019

reported

021-1794191

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EILER, BENJAMIN, THOMAS

Manager

yes

06/2019

Jan 14, 2022

Mar 20, 2024

HAWK, WILLIAM, HEATH

Manager

yes

06/2019

Jan 14, 2022

Mar 20, 2024

HOLMAN, JOHN, MICHAEL

Cco

yes

06/2019

Jan 14, 2022

Mar 20, 2024

PAGAN MARXUACH, RAFAEL, ANTONIO

Manager

yes

06/2019

Jan 14, 2022

Mar 20, 2024

SFYRIS, VASILEIOS, ALEXIOS

Manager

yes

06/2019

Jan 14, 2022

Mar 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PHORCYS CAPITAL PARTNERS, LLC

n/a

Asset manager

$191M

yes

n/a

PHORCYS ASSET MANAGEMENT LLC

n/a

Former SEC adviser

$175M

yes

n/a

FSAM LLC

n/a

Mixed wealth

$138M

yes

n/a

FIRST SOUTHERN, LLC

n/a

yes

n/a

PESH MANAGEMENT LLC

n/a

yes

n/a

PHORCYS REAL ESTATE CAPITAL PARTNERS, LLC

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 20, 2024

$1.2B

$39.6M

2022

Mar 27, 2023

$997M

$39.6M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$1.2B

$997M

24.4%

n/a