# Volofin Capital Management

> Volofin Capital Management is an SEC-registered investment advisory firm in Daniel Island, SC, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 309922
- Filed as: VOLOFIN CAPITAL MANAGEMENT
- Legal name: Volofin Capital Management (US) LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Daniel Island, SC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309922
- AdvisorCensus page: https://advisorcensus.com/firm/volofin-capital-management-daniel-island-sc-309922

## Quick answers

**How is Volofin Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Volofin Capital Management reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Volofin Capital Management located?**
Volofin Capital Management's principal office is in Daniel Island, SC, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Volofin Capital Management registered with the SEC or a state?**
Volofin Capital Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309922.

**How much does Volofin Capital Management manage?**
Volofin Capital Management reports $1,006,060,520 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**How have Volofin Capital Management's assets and staff changed since 2021?**
In the Form ADV data for Volofin Capital Management: Regulatory assets under management: $282,882,306 in the October 2021 data and $1,006,060,520 in the October 2026 data, up 256%. Total employees: 17 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Volofin Capital Management serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1); insurance companies (1).

**Does Volofin Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309922

**What changed in Volofin Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $889,880,766 to $1,006,060,520 (+13%). Added an office in New York, NY. No longer lists an office in Mount Pleasant, SC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,006,060,520
- Discretionary: $0
- Non-discretionary: $1,006,060,520

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $308,957,000 |
| Insurance companies | 1 | $697,103,520 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (5 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- London
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- volofin.com
- LinkedIn @volofin-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $282,882,306 | 17 | June 30, 2021 |
| October 2022 | $322,503,415 | 21 | March 29, 2022 |
| October 2023 | $582,419,945 | 20 | March 30, 2023 |
| October 2024 | $614,700,000 | 20 | March 19, 2024 |
| October 2025 | $889,880,766 | 3 | March 31, 2025 |
| October 2026 | $1,006,060,520 | 9 | March 31, 2026 |

Regulatory assets under management: $282,882,306 in the October 2021 data and $1,006,060,520 in the October 2026 data, up 256%.
Total employees: 17 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $889,880,766 to $1,006,060,520 (+13%).
- Added an office in New York, NY.
- No longer lists an office in Mount Pleasant, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Volofin Capital Management (CRD 309922): Form ADV filing data as of October 2026.