Greyfield Capital Management LLC
RIASEC Registered
Total AUM
$22.3M
Discretionary
$22.3M
100% of AUM
Avg account
$586K
Accounts
38
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 291698
- Website
- greyfieldcapital.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.71%
- Individuals15.69%
- Charitable Organizations0.6%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Greyfield Capital Management LLC is a small, privately held investment advisory organized as an LLC and owned by an individual. The firm provides portfolio management primarily for individuals and small businesses, and its client base spans individual/family and institutional accounts. Fees are charged as a percentage of assets under management. Greyfield does not identify as an active ESG investor and is not designated as 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 Equities66%
- Public Funds/Mutual Funds33%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1
Charles Bettendorf
Investment Adviser RepresentativeCRD 6912687
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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