72capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 335758
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
72capital, LLC is a small, equity-focused registered investment adviser operating as a limited liability company under individual ownership. The firm provides discretionary portfolio management for individuals, small businesses and for business or institutional clients, charging a combination of asset-based fees and performance-based fees. Filings indicate a clear preference for exchange-traded equities as the primary allocation vehicle, with investment activity concentrated on liquid equity exposures rather than ESG mandates or pension consulting. The advisory mandate is handled on a fully discretionary basis, implying the firm makes portfolio decisions and executions without requiring client-by-client approvals.
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 Equities77%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1
Scott Hofferkamp
Chief Compliance OfficerCRD 2764121
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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