72capital, LLC

RIASEC Registered
Total AUM
$11.6M
Discretionary
$11.6M
100% of AUM
Avg account
$5.8M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
335758
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

72capital, LLC is a small, equity-focused registered investment adviser operating as a limited liability company under individual ownership. The firm provides discretionary portfolio management for individuals, small businesses and for business or institutional clients, charging a combination of asset-based fees and performance-based fees. Filings indicate a clear preference for exchange-traded equities as the primary allocation vehicle, with investment activity concentrated on liquid equity exposures rather than ESG mandates or pension consulting. The advisory mandate is handled on a fully discretionary basis, implying the firm makes portfolio decisions and executions without requiring client-by-client approvals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 7%77%
  • Exchange Traded Equities77%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • Scott Hofferkamp

    Scott Hofferkamp

    Chief Compliance OfficerCRD 2764121

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth