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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

VOLOFIN CAPITAL MANAGEMENT

VOLOFIN CAPITAL MANAGEMENT (US) LLC, CRD 309922

DANIEL ISLAND, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9fc75627-7229-d63b-c934-095918d8726d

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Oct 22, 2020 to Mar 31, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.31 institutional_share=0.69 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 1Schedule D 7.B(1)
Relying advisers: 1
SEC number: 801-119846
CRD: 309922
Filings on the tape: 12
First filed: Oct 22, 2020
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: volofin.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
VOLOFIN HOLDINGS DESIGNATED ACTIVITY COMPANY	Securitized Asset Fund	$0	Mar 30, 2021	1	Oct 22, 2020	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EAKINS, GARY	CHIEF COMPLIANCE OFFICER	Na	yes	03/2019	Oct 22, 2020	Mar 19, 2024
PEART, JOSEPH, ROBERT	SOLE MANAGING MEMBER	E	yes	12/2018	Oct 22, 2020	Mar 19, 2024
PEART, JOSEPH, ROBERT	CHIEF EXECUTIVE OFFICER	Na	yes	12/2018	Oct 22, 2020	Mar 19, 2024
VOLOFIN CAPITAL MANAGEMENT GROUP LP	SOLE MANAGING MEMBER	E	yes	12/2018	Oct 22, 2020	Mar 19, 2024
VOLOFIN LLC	GENERAL PARTNER	F	yes	12/2018	Oct 22, 2020	Mar 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
VOLOFIN CAPITAL MANAGEMENT LTD.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
London	n/a	United Kingdom	8	no
MOUNT PLEASANT	Sc	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.0B	$0	9	4	2	1	n/a
2024	Mar 31, 2025	$890M	$890M	3	3	2	1	n/a
2023	Mar 19, 2024	$615M	$0	20	20	2	n/a	n/a
2022	Mar 30, 2023	$582M	$0	20	20	2	n/a	n/a
2021	Mar 29, 2022	$323M	$0	21	15	1	n/a	n/a
2020	Mar 30, 2021	$283M	$0	17	12	1	1	$0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.0B	$890M	13.1%	$582M	20.0%	9	3	2	2

Relationships

Controls (4)

← EAKINS, GARYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 22, 2020 to Mar 19, 2024factForm ADV
← PEART, JOSEPH, ROBERTOwnerSOLE MANAGING MEMBER, ownership code E, individual
Oct 22, 2020 to Mar 19, 2024factForm ADV
← VOLOFIN CAPITAL MANAGEMENT GROUP LPOwnerSOLE MANAGING MEMBER, ownership code E, foreign entity
Oct 22, 2020 to Mar 19, 2024factForm ADV
← VOLOFIN LLCOwnerGENERAL PARTNER, ownership code F, foreign entity
Oct 22, 2020 to Mar 19, 2024factForm ADV

Advises (1)

→ VOLOFIN HOLDINGS DESIGNATED ACTIVITY COMPANYPrivate fundSecuritized Asset Fund, IA, no longer reported
Oct 22, 2020 to Mar 30, 2021factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Volofin Capital Management reported RAUM $889.9M, up 45% from $614.7M (2024-03-19 to 2025-03-31)
Form ADVobserved 6 days ago
$275M
Occurred
Mar 30, 2023
Regulatory AUM changed
Volofin Capital Management reported RAUM $582.4M, up 81% from $322.5M (2022-03-29 to 2023-03-30)
Form ADVobserved 6 days ago
$260M
Occurred
Mar 30, 2021
Regulatory AUM changed
Volofin Capital Management reported RAUM $282.9M, up 339% from $64.4M (2021-02-19 to 2021-03-30)
Form ADVobserved 6 days ago
$218M
Occurred
Oct 22, 2020
First Form ADV filing
Volofin Capital Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9fc75627-7229-d63b-c934-095918d8726d
First observed: Oct 22, 2020
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VOLOFIN CAPITAL MANAGEMENT

VOLOFIN CAPITAL MANAGEMENT (US) LLC, CRD 309922

DANIEL ISLAND, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9fc75627-7229-d63b-c934-095918d8726d

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

VOLOFIN HOLDINGS DESIGNATED ACTIVITY COMPANY

Securitized Asset Fund

Mar 30, 2021

Oct 22, 2020

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EAKINS, GARY

CHIEF COMPLIANCE OFFICER

yes

03/2019

Oct 22, 2020

Mar 19, 2024

PEART, JOSEPH, ROBERT

SOLE MANAGING MEMBER

yes

12/2018

Oct 22, 2020

Mar 19, 2024

PEART, JOSEPH, ROBERT

CHIEF EXECUTIVE OFFICER

yes

12/2018

Oct 22, 2020

Mar 19, 2024

VOLOFIN CAPITAL MANAGEMENT GROUP LP

SOLE MANAGING MEMBER

yes

12/2018

Oct 22, 2020

Mar 19, 2024

VOLOFIN LLC

GENERAL PARTNER

yes

12/2018

Oct 22, 2020

Mar 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

VOLOFIN CAPITAL MANAGEMENT LTD.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

London

n/a

United Kingdom

MOUNT PLEASANT

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.0B

n/a

2024

Mar 31, 2025

$890M

n/a

2023

Mar 19, 2024

$615M

n/a

2022

Mar 30, 2023

$582M

n/a

2021

Mar 29, 2022

$323M

n/a

2020

Mar 30, 2021

$283M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.0B

$890M

13.1%

$582M

20.0%