Hofkin Capital Management, Inc.

RIAState Registered
Total AUM
$88M
Discretionary
$60.1M
68% of AUM
Avg account
$1.3M
Accounts
69
Employees
3
Advisory reps
3

Firm details

Headquarters
Edina, Minnesota
CRD number
110068
Registered since
July 5, 2012
Custodians
UBS FINANCIAL SERVICES INC., BMO WEALTH MANAGEMENT
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI85.73%
  • Individuals11.26%
  • Pension & Profit Sharing Plans3.01%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hofkin Capital Management, Inc. is a privately owned corporate RIA that manages portfolios for high-net-worth individuals, families and institutional clients. The firm provides discretionary and non‑discretionary portfolio management for individuals/small businesses and for business or institutional clients. Its fee arrangements combine a percentage-of-AUM schedule with performance-based fees. Hofkin is not positioned as an ESG investor and is not registered as a multi‑state adviser. The firm also has an affiliation as a sponsor of limited partnerships (excluding pooled investment vehicles), indicating some direct involvement with privately organized investment structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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