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 is an independent, SEC-registered investment adviser formed in 2009 and organized as an LLC under individual ownership. The firm manages discretionary portfolios primarily for individuals and families, with services extending to small businesses and other business or institutional clients. It charges fees based on a percentage of assets under management and does not identify itself as an active ESG investor. Portfolio management is the core advisory activity; the firm is not positioned as a capital allocator or pension consultant and does not report multi-state adviser status. Its stated investment preference leans toward equities as the dominant asset class.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities91%
- US Government Bonds5%
- Cash & Cash Equivalents2%
- Public Funds/Mutual Funds1%
Contacts
3 of 4Kathryn Tutt
IARCRD 2347930
Stuart Greenfield
Investment ManagementCRD 3182450
Yancey Seitz
Investment managerCRD 1289158
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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