Norfield Capital, LLC

RIASEC & State 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 an independent registered investment adviser operating as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients on a fee basis tied to a percentage of assets under management. It is registered with the SEC (registration year: Unknown) and is registered at the state level in California and Connecticut. Norfield’s reported activities include sponsoring or acting as the general partner/managing member of pooled investment vehicles, which suggests it may both allocate to and manage private investment structures alongside its advisory business.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Contacts

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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

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth