Hoffman Capital Management, LLC

Overview

Hoffman Capital Management, LLC is a small, owner-operated investment adviser focused on portfolio management for individual clients and small businesses. The firm charges fees as a percentage of assets under management and concentrates its investment activity on publicly traded equities. The business appears to run a lean operation with discretionary authority over client accounts, emphasizing direct equity exposure rather than a broad, multi-asset alternative strategy. The adviser is not flagged as an active ESG investor and serves a narrow client base made up primarily of individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices