72Capital, LLC is a registered investment advisor founded in April 2025 and owned by Scott M. Hofferkamp. Operating out of The Woodlands, Texas, 72Capital provides investment management services to individuals, trusts, estates, charitable organizations, and corporations. The firm primarily allocates client assets across mutual funds, exchange-traded funds, futures, options, master limited partnerships, individual stocks, and bonds. 72Capital tailors its portfolios to meet each client's specific risk tolerance, time horizon, and liquidity needs. The firm offers two main types of investment management arrangements: a standard core portfolio for a management fee, and a core and satellite portfolio for qualified clients that may combine an asset-based management fee with a performance-based fee ranging from 10% to 20% of net capital gains. 72Capital utilizes Charles Schwab & Co. and Interactive Brokers as its primary custodians and brokerage partners.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual management fees vary between 0.50% and 1.50% depending on portfolio size and composition. Qualified clients with core and satellite portfolios may also be charged a performance fee ranging from 10% to 20% of annual net gains.