Hofkin Capital Management, Inc.
Firm details
- Headquarters
- Edina, Minnesota
- CRD number
- 110068
- Website
- www.hofkincapital.com
- Custodians
- UBS FINANCIAL SERVICES INC., BMO WEALTH MANAGEMENT
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI85.73%
- Individuals11.26%
- Pension & Profit Sharing Plans3.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hofkin Capital Management, Inc. is a privately owned corporate RIA that manages portfolios for high-net-worth individuals, families and institutional clients. The firm provides discretionary and non‑discretionary portfolio management for individuals/small businesses and for business or institutional clients. Its fee arrangements combine a percentage-of-AUM schedule with performance-based fees. Hofkin is not positioned as an ESG investor and is not registered as a multi‑state adviser. The firm also has an affiliation as a sponsor of limited partnerships (excluding pooled investment vehicles), indicating some direct involvement with privately organized investment structures.
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
3 of 4
Michael Hofkin
PresidentCRD 247968

Benjamin Hofkin
Portfolio Manager, PrincipalCRD 6417909
Daniel Hofkin
Research AnalystCRD 2931100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Edina, MN
Hennepin
Location
Edina, MN
Headquartered in Edina, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 200 Southdale Ctr
- Time zone
- CT (UTC-6)
- Office locations
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