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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION Primary Business Name: SOPHIA INVESTMENTS LLC CRD Number: 147375ADV Annual Amendment, Page 1Rev. 02×20053/31×2010 4:42:24 PM ADV
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01
Gather all necessary information and documents needed to fill out the Sophis Investments LLC application form.
02
Start by providing your personal details, including your full name, contact information, and social security number.
03
Fill in the required information about the LLC, such as the legal name, registered agent, and address.
04
Specify the purpose or nature of the LLC's business activities.
05
Choose the desired management structure for the LLC, whether it will be member-managed or manager-managed.
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Include the names and contact information of all the LLC members or managers, depending on the chosen management structure.
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Provide the necessary financial information, including initial capital contributions and funding sources.
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Review the completed form for accuracy and completeness.
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Sign and date the application form.
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Submit the filled-out Sophis Investments LLC application form, along with any required supporting documents, to the appropriate authority or agency.

Who needs sophis investments llc?

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Sophis Investments LLC is ideal for individuals or groups of investors who are looking for a legally recognized entity to manage their investments.
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It is especially beneficial for those who want to limit their personal liability and protect their personal assets.
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Sophis Investments LLC can be suitable for various types of investment activities, such as buying and selling securities, real estate investments, venture capital, and private equity investments.
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Both individuals and businesses who want to pool their resources and make investment decisions collectively can benefit from forming an LLC like Sophis Investments.
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Sophis Investments LLC is a limited liability company that specializes in investment activities.
Any individual or entity that owns or operates Sophis Investments LLC is required to file the necessary paperwork with the appropriate regulatory authorities.
To fill out Sophis Investments LLC paperwork, you will need to provide information such as the company's name, address, members, managers, and purpose.
The purpose of Sophis Investments LLC is to engage in various investment activities, such as managing portfolios, investing in securities, and providing financial advice.
Information that must be reported on Sophis Investments LLC includes financial statements, ownership details, and any changes to the company's structure.
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