$82.8M Total AUM
$57.0M Disc. AUM
-- 3Y CAGR
3 Employees
40 ADV. Clients
13 yrs Firm Age
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- Custodian
- RBC · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-26-2012
- Office Locations
- 1
Office Locations
200 Southdale Center Edina MN
About Hofkin Capital Management, Inc.
Hofkin Capital Management is a boutique, equities-focused investment manager serving retail and institutional clients. The firm runs equity strategies—implemented largely with ETFs—with an explicit aim to participate in bull markets while protecting capital during bear markets. Based in Edina, MN; custody relationships include RBC.
Team overview
-- AVG AGE
$41.4M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
9.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
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Asset Classes
Fusion legacy Unison
Investment Vehicles
Pioneer
Services
Vital Bridge element Prime Capital horizon
Owner & Executives
BENJAMIN JOSEPH HOFKIN
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, President, TREASURER
- CRD
- #6417909
- Ownership
- 10% but less than 25%
(251) 391-3743
summit.pathway@vectorcapital.com
in linkedin.com/in/peak-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
M
MICHAEL GARY HOFKIN
President
- CRD
- #247968
(606) 599-7742
meridian.horizon@atlascapital.com
in linkedin.com/in/eagle-prime
J
JASON ANDREW ROSE
--
- CRD
- #5246015
(204) 903-3646
insight.north@atlascapital.com
in linkedin.com/in/catalyst-north
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,973,589 | $236,000 |
| Non-Discretionary | $25,842,180 | $367,795 |
| Total | $82,815,769 | $248,893 |
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Separately Managed Accounts
Total SMA Asset: $82,815,769
Equity - Exchange:
37.7% Cash:
62.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $784,849,023 | 37.7% |
| Cash | $1,296,978,624 | 62.3% |
| Total | $2,081,827,647 | 100.0% |