Greenfield Seitz Capital Management, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 150434
- Registered since
- June 26, 2009
- Website
- www.gscapital.net
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.93%
- Individuals9.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Greenfield Seitz Capital Management, LLC operates as an independent registered investment adviser formed as an LLC and serving primarily individual and family clients. The firm charges fees based on a percentage of assets under management and offers portfolio management services both for individuals/small businesses and for businesses or institutions. It is SEC-registered and has been operating since 2009. Investment activity is equity-focused: filings indicate a clear preference for exchange-traded equities. The firm is not positioned as a capital allocator or multi-state specialized adviser, and it does not identify as an active ESG investor. While Greenfield Seitz manages client portfolios directly, it also incorporates third-party alternative managers into its offerings rather than acting as a fund-of-funds sponsor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- US Government Bonds5%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4Stuart Greenfield
Investment ManagementCRD 3182450
Kathryn Tutt
Fixed Income TraderCRD 2347930
Eric Meyer
Investment Adviser RepresentativeCRD 2679427
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$21.8M in ETFs
100%
$21.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $7.2M | 78,787 | 33.18% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 1722 Routh St
- Time zone
- CT (UTC-6)
- Office locations
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