Fields Asset Management LLC

Overview

Fields Asset Management LLC is a small, fee-based advisory firm that combines portfolio management for individuals and small businesses with real estate brokerage activity. The firm manages client assets on a percentage-of-AUM fee schedule and concentrates on liquid equity exposures alongside real estate-related investments. Client work is focused on individual and family relationships rather than institutional mandates; Fields Asset Management LLC does not position itself as an allocator to broad external multi-manager platforms, though it does make use of third-party real estate managers. The firm is not an active ESG investor and operates within a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices