Beofor Capital LLC

RIASEC Registered
Total AUM
$8.1M
Discretionary
$8.1M
100% of AUM
Avg account
$407K
Accounts
20
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
317968
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI94.73%
  • Individuals5.27%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Beofor Capital LLC is a small, privately owned registered investment adviser organized as a limited liability company that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports a client base of both individuals and family clients; while it does not advertise formal family office services, its client mix suggests it manages concentrated, household-level wealth needs rather than large institutional mandates. Beofor Capital is not identified as an active ESG investor and is described as a single-state, owner-operated adviser with an individual owner. Investment activity centers on public mutual funds and similar pooled vehicles as the core of client portfolios, supplemented by allocations to external alternative managers. The firm does not position itself as a capital allocator; instead it relies on third‑party managers for private market and hedge fund exposure while using pooled public funds for core equity and fixed income exposure.

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: Public Funds/Mutual Funds 85%, Exchange Traded Equities 12%, Cash & Cash Equivalents 2%, Non-Investment Grade Corp Bonds 1%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents2%
  • Non-Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Paul Wojcik

    Paul Wojcik

    Founder & Managing PartnerCRD 7490741

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth