Beofor Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 317968
- Website
- beoforcapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities12%
- Cash & Cash Equivalents2%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1
Paul Wojcik
Founder & Managing PartnerCRD 7490741
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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