Hofkin Capital Management, Inc.

RIASEC Registered
Total AUM
$82.8M
Discretionary
$57M
69% of AUM
Avg account
$1.2M
Accounts
71
Employees
3
Advisory reps
3

Firm details

Headquarters
Edina, Minnesota
CRD number
110068
Custodians
UBS FINANCIAL SERVICES INC., BMO WEALTH MANAGEMENT
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI85.13%
  • Individuals11.38%
  • Pension & Profit Sharing Plans3.49%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hofkin Capital Management, Inc. is a small, fee-based investment adviser serving both individual/family and institutional clients. The firm provides discretionary and nondiscretionary portfolio management for individuals, small businesses and institutional entities. Its advisory fees combine an assets-under-management charge with performance-based fees, a structure more commonly used for concentrated or higher-net-worth mandates. The firm does not identify as an ESG investor and is not registered as a multi-state adviser. It also acts as a sponsor of limited partnerships (excluding pooled investment vehicles), indicating a role in sourcing or packaging direct alternative opportunities alongside its advisory work.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 91%, Cash & Cash Equivalents 9%91%
  • Exchange Traded Equities91%
  • Cash & Cash Equivalents9%

Contacts

3 of 3
  • Michael Hofkin

    Michael Hofkin

    President and Portfolio ManagerCRD 247968

  • Benjamin Hofkin

    Benjamin Hofkin

    Portfolio Manager, PrincipalCRD 6417909

  • Jason Rose

    Jason Rose

    Business DevelopmentCRD 5246015

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Edina, MN

Hennepin

Location

Edina, MN

Headquartered in Edina, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
200 Southdale Ctr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth