Volofin Capital Management

RIASEC RegisteredEst. 2020
Total AUM
$1B
Discretionary
$0
0% of AUM
Avg account
$503M
Accounts
2
Employees
9
Advisory reps
2

Firm details

Headquarters
Daniel Island, South Carolina
CRD number
309922
Registered since
November 23, 2020
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

FINTRX

Overview

Volofin Capital Management is an SEC-registered limited liability company that began filings in 2020. The firm positions itself as an institutional manager focused on securitized asset strategies and acts as adviser and sponsor to pooled investment vehicles. Ownership is a combination of a foreign entity and an individual. Volofin provides portfolio management for pooled investment vehicles and for businesses or institutional clients, charging fees that include a percentage of assets under management and other arrangements. The firm reports that it does not pursue active ESG investing and it is not structured as a capital allocator or pension consultant. Volofin also appears in manager roles typical of sponsors and general partners: it identifies itself as an investment adviser and sponsor and as a GP/managing member of pooled vehicles, indicating direct operational involvement in the funds it advises rather than a purely placement or advisory-only stance.

Assets & Accounts

Investments & Alternatives

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: Other 66%, Private Funds 33%66%
  • Other66%
  • Private Funds33%

Owners & executives

2 of 2
  • Gary Eakins

    Gary Eakins

    Chief Compliance OfficerCRD 7282018

  • Joseph Peart

    Joseph Peart

    CEOCRD 7282024

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth