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 privately held corporate advisory firm that manages portfolios for both individual/family clients and institutional buyers. The firm offers discretionary and non-discretionary portfolio management across separate accounts and business/institutional mandates, charging a mix of asset-based fees and performance-linked compensation. Hofkin is not positioned as an ESG active investor, and it operates as a domestically owned entity rather than as a multi-state or newly formed adviser. The firm is also listed as a sponsor of limited partnerships (excluding pooled investment vehicles), which suggests some involvement structuring private investment vehicles or co-investment arrangements.

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

Contacts

3 of 3
  • MICHAEL HOFKIN

    President and Portfolio ManagerCRD 247968

  • BENJAMIN HOFKIN

    Portfolio Manager, PrincipalCRD 6417909

  • JASON ROSE

    Business DevelopmentCRD 5246015

Wealth teams

FINTRX

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