Norfield Capital, LLC

RIASEC Registered
Total AUM
$8.2M
Discretionary
$8.2M
100% of AUM
Avg account
$103K
Accounts
80
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
173456
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI79.9%
  • Individuals20.1%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Norfield Capital, LLC is a small, privately owned investment adviser organized as an LLC that provides portfolio management for individuals and small businesses. The firm serves individual and family clients and charges fees as a percentage of assets under management. It does not position itself as an ESG-focused or multi-state adviser and is not identified as a capital allocator or pension consultant in the available filings. The firm also has a role as sponsor, general partner, or managing member of pooled investment vehicles, indicating it sometimes supports or runs private pooled structures in addition to advising separately managed accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 6%, State & Local Bonds 4%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%

Owners & executives

1 of 1
  • Pawel Borowiec

    Pawel Borowiec

    Founder and Chief Investment OfficerCRD 4665370

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth