$8.1M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · T. Rowe Price
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-19-2022
- Office Locations
- 1
Office Locations
-- Ponce Inlet FL
About Beofor Capital LLC
Beofor Capital LLC is an owner-led Florida investment advisor providing wealth and financial planning and portfolio construction for accredited investors, including entrepreneurs. The firm emphasizes venture capital exposure alongside other private and public markets, and can custody portfolios at Charles Schwab or Interactive Brokers.
Team overview
-- AVG AGE
$8.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Upgrade to reveal position-level detail across momentum atlas.
Open the full profile to inspect shifts in momentum prime.
Unlock to compare peer behavior around vector pioneer.
Upgrade to reveal position-level detail across vertex focus.
See the complete signal summary connected to crest harbor.
Open the full profile to inspect shifts in oak signal.
Unlock to compare peer behavior around horizon fusion.
Unlock to compare peer behavior around element oak.
Accredited Investors
Peak
Asset Classes
Value Fusion capital Ridge legacy Foundation Matrix radial Meridian focus Pathway signal Alpha meridian
Client Personas
Legacy value
Custodian
Catalyst
Investment Themes
Peak
Investment Vehicles
Summit
Services
Oak zenith Peak eagle Crest
Owner & Executives
P
Paul Walton Wojcik
Chief Compliance Officer, Managing Member, Senior Investment Advisor
- CRD
- #7490741
- Ownership
- 75% or more
(900) 458-8000
fusion.horizon@matrixcapital.com
in linkedin.com/in/horizon-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,130,796 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,130,796 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $8,130,796
Public Funds:
12.8% Equity - Exchange:
42.3% Cash:
20.6% Corporate - Non-Investment Grade:
24.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $849,969,734 | 12.8% |
| Equity - Exchange | $2,808,884,354 | 42.3% |
| Cash | $1,367,920,040 | 20.6% |
| Corporate - Non-Investment Grade | $1,613,614,416 | 24.3% |
| Total | $6,640,388,544 | 100.0% |