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, owner-operated registered investment adviser that has been SEC-registered since 2009. The firm provides discretionary portfolio management for individuals, small businesses and institutional clients, charging fees as a percentage of assets under management. Its client base centers on individual and family investors, and the firm does not position itself as an ESG investor or a multi-state adviser.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$15.2M in ETFs
100%
$15.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPROTT URANIUM MINERS ETF (URNM) | Sprott | Passive | Natural Resources | $5.8M | 122,490 | 38.20% |
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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