Hofkin Capital Management, Inc.

RIASEC Registered
Total AUM
$88M
Discretionary
$60.1M
68% of AUM
Avg account
$1.3M
Accounts
69
Employees
3
Advisory reps
4

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
  • HNWI85.73%
  • 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%

Contacts

3 of 4
  • Michael Hofkin

    Michael Hofkin

    PresidentCRD 247968

  • Benjamin Hofkin

    Benjamin Hofkin

    Portfolio Manager, PrincipalCRD 6417909

  • Daniel Hofkin

    Research AnalystCRD 2931100

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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