Asset manager · Daniel Island, SC
Volofin Capital Management
Volofin Capital Management (US) LLC · SEC-registered investment adviser · CRD 309922 · SEC 801-119846
At a glance
Volofin Capital Management is an SEC-registered investment adviser based in Daniel Island, South Carolina, with $1.0 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is insurance companies. By Form ADV it is a asset manager, ranked 1,359th of 3,218 asset managers and 5,366th of 17,210 SEC-registered advisers by assets.
Main office 646-866-6997volofin.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.0B
- Rank among asset managers
- #1,359 of 3,218
- Rank among all SEC RIAs
- #5,366 of 17,210
- Rank in South Carolina
- #19 of 116
- Clients
- 2
- Accounts
- 2
- Discretionary
- 0% of AUM
- Employees
- 9
- Advisory staff
- 4
- Offices
- 3
Owners and executives on its Form ADV
- Gary EakinsChief Compliance Officer
- Joseph R. PeartChief Executive Officer
Custody and brokerage
Custodian
Volofin Capital Management’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 1 | $697M | 69% |
| Pooled investment vehicles | 1 | $309M | 31% |
Private funds
Volofin Capital Management reports 1 private funds with $309M in gross assets: securitized asset funds (Form ADV Item 7.B).
Disciplinary disclosures
Volofin Capital Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗volofin.com ↗
AtlasMembers
The full record on Volofin Capital Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 990 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Volofin Capital Management manage?
Volofin Capital Management reports $1.0 billion in regulatory assets under management across 2 accounts, on its Form ADV filed March 31, 2026.
What kind of firm is Volofin Capital Management?
Volofin Capital Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Volofin Capital Management’s clients?
By assets, its largest client types are insurance companies ($697 million, 1 clients); pooled investment vehicles ($309 million, 1 clients).
Does Volofin Capital Management manage private funds?
Yes. It reports 1 private funds with $309 million in gross assets, including securitized asset funds.
Does Volofin Capital Management have any disciplinary history?
Volofin Capital Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Volofin Capital Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →