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 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

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

    Chief Compliance OfficerCRD 7282018

  • 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