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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3 | 9 | increased by6 |
| Apr 1, 2026 | AUM | $889,880,766 | $1,006,060,520 | increased by$116,179,754 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 3 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 2 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $322,503,415 | $889,880,766 | increased by$567,377,351 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1 | 2 | increased by1 |
| Apr 1, 2022 | Employees | 17 | 21 | increased by4 |
| Apr 1, 2022 | AUM | $282,882,306 | $322,503,415 | increased by$39,621,109 |
| Jul 1, 2021 | Clients | 2 | 1 | decreased by1 |
| Jul 1, 2021 | Accounts | 2 | 1 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VOLOFIN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VOLOFIN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.