{
  "crd_number": 331387,
  "slug": "sophron-capital-management-summit-nj-331387",
  "primary_business_name": "SOPHRON CAPITAL MANAGEMENT",
  "legal_name": "SOPHRON CAPITAL MANAGEMENT LP",
  "dbas": [],
  "city": "Summit",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-06-07",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-28",
  "carried_forward": false,
  "raum_total": 527280000.0,
  "raum_discretionary": 527280000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 527280000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "other",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331387",
  "city_as_filed": "SUMMIT",
  "url": "https://advisorcensus.com/firm/sophron-capital-management-summit-nj-331387",
  "display_name": "Sophron Capital Management",
  "summary": "Sophron Capital Management is an SEC-registered investment advisory firm in Summit, NJ, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 28, 2026.",
  "citation": "AdvisorCensus. Sophron Capital Management (CRD 331387): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Sophron Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sophron Capital Management reports these compensation arrangements: performance-based fees; other."
    },
    {
      "q": "Where is Sophron Capital Management located?",
      "a": "Sophron Capital Management's principal office is in Summit, NJ, according to its Form ADV."
    },
    {
      "q": "Is Sophron Capital Management registered with the SEC or a state?",
      "a": "Sophron Capital Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331387."
    },
    {
      "q": "How much does Sophron Capital Management manage?",
      "a": "Sophron Capital Management reports $527,280,000 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sophron Capital Management's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Sophron Capital Management: Regulatory assets under management: $251,668,000 in the October 2024 data and $527,280,000 in the October 2026 data, up 110%. Total employees: 3 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sophron Capital Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Sophron Capital Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331387"
    },
    {
      "q": "What changed in Sophron Capital Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $477,628,000 to $527,280,000 (+10%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 251668000.0,
      "total_employees": 3,
      "filing_date": "2024-08-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 477628000.0,
      "total_employees": 3,
      "filing_date": "2025-05-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 527280000.0,
      "total_employees": 2,
      "filing_date": "2026-03-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $477,628,000 to $527,280,000 (+10%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sophron-capital-management-summit-nj-331387.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 527280000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331387",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
