RYEFIELD CAPITAL, LLC

RIASEC Registered
Total AUM
$1.8M
Discretionary
$1.8M
100% of AUM
Avg account
$78.3K
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
GERMANTOWN, New York
CRD number
178514
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Ryefield Capital, LLC is a limited liability company that focuses on providing portfolio management services primarily for individual and family clients. The firm operates under a fee structure based on a percentage of assets under management. While it does not classify itself as an ESG investor, it engages in advisory activities that cater to the investment needs of individuals and small businesses. The firm does not serve as a capital allocator or pension consultant and does not have affiliations with other advisory firms.

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 75%, Cash & Cash Equivalents 25%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents25%

Contacts

1 of 1
  • ALAN LAX

    ​President and FounderCRD 4185945

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

GERMANTOWN, NY

COLUMBIA

Location

GERMANTOWN, NY

Headquartered in GERMANTOWN, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
COLUMBIA
Address
6 Norrie Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth