$8.1M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
4 yrs Firm Age
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- 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
4yrs Firm Age
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Accredited Investors
Peak
Asset Classes
Value Fusion capital Ridge legacy Foundation Matrix radial Meridian focus Pathway signal
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
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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 | -- |
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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% |