VOLOFIN CAPITAL MANAGEMENT
Firm details
- Headquarters
- DANIEL ISLAND, South Carolina
- CRD number
- 309922
- Registered since
- November 23, 2020
- Website
- www.volofin.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Insurance Companies69.29%
- Pooled Investment Vehicles30.71%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Volofin Capital Management is a small, institutionally oriented investment manager organized as an LLC and registered with the SEC in 2020. The firm’s business centers on managing pooled investment vehicles and providing portfolio management for businesses or institutional clients. Its mandate profile skews toward securitized-product strategies — the firm sponsors and manages at least one securitized asset fund — and it operates with non-discretionary client mandates at the account level. Structurally, Volofin also functions as a sponsor, general partner and managing member of pooled vehicles, which means it participates in both fund-level structuring and ongoing portfolio management. The firm does not position itself as an active ESG investor and it is focused on a limited, institutional client base. Fees are charged as a percentage of assets under management with additional “other” fee arrangements noted.
Assets & Accounts
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
- Other66%
- Private Funds33%
Owners & executives
2 of 2GARY EAKINS
Chief Compliance OfficerCRD 7282018
JOSEPH PEART
CEOCRD 7282024
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DANIEL ISLAND, SC
BERKELEY
Location
DANIEL ISLAND, SC
Headquartered in DANIEL ISLAND, SC, in the South of the United States.
- Region
- South
- County
- BERKELEY
- Address
- 900 Island Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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