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VOLOFIN CAPITAL MANAGEMENT
Legal name: VOLOFIN CAPITAL MANAGEMENT (US) LLC
CRD 309922File 801-119846
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.01B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.01B
Clients
2
2 accounts
Employees
9
Top 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 23, 2020
- Principal office
- 900 ISLAND PARK DR, SUITE #150, DANIEL ISLAND, SC, 29492
- Phone
- (646) 866-6997
- Website
- https://www.volofin.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.01B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.01B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 2
- Total accounts
- 2
- AUM per client
- $503.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $697.1M |
| Pooled investment vehicles | 1 | $309.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — UNDERWRITING AND ORIGINATION FEES
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

