BEDFIELD ASSET MANAGEMENT, LLC

Overview

Bedfield Asset Management, LLC is a small, privately owned advisory firm focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and concentrates its allocations in equities, with a notable portion held in non-exchange-traded equity positions. Bedfield does not position itself as an ESG-focused manager and operates under a single-state footprint rather than as a multi-state adviser. Its business model centers on discretionary management for individual and family clients rather than pension or institutional consulting. Investment activity emphasizes direct equity exposure and third-party fund allocations. The firm reports use of external hedge fund managers and real estate strategies as part of its alternative sleeve, and supplements core holdings with mutual funds and annuity products where appropriate. Given the small scale of the firm, portfolio construction appears to blend concentrated private or non-public equity positions with more liquid mutual fund or SMA instruments to manage liquidity and diversification.

Assets & Accounts

Investments & Alternatives

Location & Offices