DEERFIELD

Overview

Deerfield is an independent registered investment adviser that serves both high-net-worth individuals and institutions. The firm combines financial planning with discretionary and non-discretionary portfolio management for individuals, small businesses and institutional clients. Deerfield’s investment activity centers on public funds and mutual funds as the primary vehicle for client portfolios, while supplementing those core holdings with third-party alternative managers across private markets and real assets. Investment preferences show a blended approach: broad exposure to diversified public funds for core equity and fixed income allocations, paired with selective use of external managers for alternatives. Deerfield does not position itself as a capital allocator; instead it sources private equity, hedge funds, real estate and other alternative strategies from outside fund managers. The firm is not an active ESG investor and offers fee arrangements that include a percentage of AUM as well as hourly and fixed-fee engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices