Volofin Capital Management
Firm details
- Headquarters
- Daniel Island, South Carolina
- CRD number
- 309922
- Registered since
- November 23, 2020
- Website
- www.volofin.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Insurance Companies69.29%
- Pooled Investment Vehicles30.71%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Volofin Capital Management is an SEC-registered limited liability company that began filings in 2020. The firm positions itself as an institutional manager focused on securitized asset strategies and acts as adviser and sponsor to pooled investment vehicles. Ownership is a combination of a foreign entity and an individual. Volofin provides portfolio management for pooled investment vehicles and for businesses or institutional clients, charging fees that include a percentage of assets under management and other arrangements. The firm reports that it does not pursue active ESG investing and it is not structured as a capital allocator or pension consultant. Volofin also appears in manager roles typical of sponsors and general partners: it identifies itself as an investment adviser and sponsor and as a GP/managing member of pooled vehicles, indicating direct operational involvement in the funds it advises rather than a purely placement or advisory-only stance.
Assets & Accounts
Investments & Alternatives
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
- Other66%
- Private Funds33%
Owners & executives
2 of 2
Gary Eakins
Chief Compliance OfficerCRD 7282018

Joseph Peart
CEOCRD 7282024
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Daniel Island, SC
Berkeley
Location
Daniel Island, SC
Headquartered in Daniel Island, SC, in the South of the United States.
- Region
- South
- County
- Berkeley
- Address
- 900 Island Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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