Volofin Capital Management (Us) Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $0
- Clients
- 2
- Avg AUM / client
- $503M
- Accounts
- 2
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $309M | 30.7% |
| Insurance companies | 1 | $697M | 69.3% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peart, Joseph, Robert | Chief Executive Officer | Dec 2018 (8y) | 75% or more of Volofin Llc (indirect) | |
| Eakins, Gary | Chief Compliance Officer | Mar 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Volofin Capital Management Group Lp | Sole Managing Member | Dec 2018 | A | 75% or more |
| Volofin Llc | General Partner | Dec 2018 | B | GP / trustee / elected manager of Volofin Capital Management Group Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.37 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • UNDERWRITING AND ORIGINATION FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗