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Vijay Malik

Sophis Investments LLC

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About Vijay Malik

Vijay Malik is an Investment Adviser Representative, registered with the state of Connecticut, affiliated with Sophis Investments LLC. Vijay has been in the industry since December 2013 and has a Series 65 license. The firm specializes in portfolio management for businesses, individuals, and pooled investment vehicles. Vijay Malik is involved with a number of non-affiliated, non-investment related interests, including as a private real estate investor.

Firm Information

Vijay Malik is currently registered with Sophis Investments LLC. Sophis Investments LLC is an investment advisor registered with the SEC. They are headquartered in New York, NY and have a total of 5 investment adviser representatives. They manage approximately $138 million in assets for 95 clients, primarily high-net-worth individuals, corporations, and individuals other than high-net-worth. Sophis Investments LLC provides portfolio management services for individuals, businesses, and pooled investment vehicles.
Sophis Investments LLC

250 PARK AVENUE

NEW YORK, NY 10177-0799

$138.08M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Vijay Malik’s Registration & Firm History

NY

10/31/2014 - Present

Sophis Investments LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/12/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vijay Malik.
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