HOFKIN CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- EDINA, Minnesota
- CRD number
- 110068
- Website
- www.hofkincapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents9%
Contacts
3 of 3MICHAEL HOFKIN
President and Portfolio ManagerCRD 247968
BENJAMIN HOFKIN
Portfolio Manager, PrincipalCRD 6417909
JASON ROSE
Business DevelopmentCRD 5246015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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