Hof Capital
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Learn more about Hof Capital
Overview
Hof Capital is a financial advisory firm based in New York, New York. The company manages $853.5 million in total assets throughout 51 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management (AUM). It has a small group, including 8 financial advisors. Hof Capital is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial investments such as equities, bonds and options.
Hof Capital oversees all of the company's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction choices for the client's account without requiring the customer's permission. The firm's typical account size is $16.7 million. An average advisor at Hof Capital administers about six client accounts, placing it among the more individualized advisor firms in the country.
The company's central office is at 1/2 Bond Street, New York, New York 10012. The firm is permitted to provide services to clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hof Capital by the Numbers
$853.5 million
14
51
$16.7 million
Fee Structure
Fees for financial advice usually vary depending on which services are offered. Fees charged by the company likely consist of any combination of the following fee types: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its 51 accounts, Hof Capital's largest client group is pooled investment vehicles. Just 6% of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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