Vijay Malik
Investment adviser representative at Sophis Investments LLC
4 yearsExperience
1 stateRegistered in
$129.9MFirm assets
7 yearsFirm in business
Are you Vijay Malik? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
4 years in the industry.
- Sophis Investments LLCJun 2014 to now
- Holliday Fenoglio Fowler, L.P.Jan 2017 to Nov 2017
- Everest Group LLCDec 2013 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (CT).
Sophis Investments LLC
$129.9MAssets managed
41Clients
5Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4992630
- Firm CRD
- 170391