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
- HNWI85.13%
- Individuals11.38%
- Pension & Profit Sharing Plans3.49%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hofkin Capital Management, Inc. is a small, fee-based investment adviser serving both individual/family and institutional clients. The firm provides discretionary and nondiscretionary portfolio management for individuals, small businesses and institutional entities. Its advisory fees combine an assets-under-management charge with performance-based fees, a structure more commonly used for concentrated or higher-net-worth mandates. The firm does not identify as an ESG investor and is not registered as a multi-state adviser. It also acts as a sponsor of limited partnerships (excluding pooled investment vehicles), indicating a role in sourcing or packaging direct alternative opportunities alongside its advisory work.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities91%
- Cash & Cash Equivalents9%
Contacts
3 of 3
Michael Hofkin
President and Portfolio ManagerCRD 247968

Benjamin Hofkin
Portfolio Manager, PrincipalCRD 6417909

Jason Rose
Business DevelopmentCRD 5246015
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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