SOUTHFIELD CAPITAL LP

RIASEC RegisteredEst. 2018
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$257M
Accounts
8
Employees
27
Advisory reps
2

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
163023
Registered since
July 20, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Southfield Capital LP is a limited partnership that operates as a private equity fund manager and sponsor, focused on running pooled investment vehicles for institutional clients. The firm is active as a general partner and managing member of the funds it advises, rather than acting primarily as a third‑party allocator. Its advisory mandate centers on portfolio management for pooled investment vehicles, and its compensation structure combines a percentage of assets under management with performance‑based fees. Investment activity is concentrated in private markets: the firm primarily builds and manages private equity funds and also places capital into private credit strategies. Southfield Capital LP identifies as an active ESG investor, which suggests ESG considerations are factored into manager selection, underwriting and ongoing portfolio oversight. The firm registered with the SEC in 2018 and presents itself to institutional limited partners rather than retail investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • JONATHAN GOLDSTEIN

    Chief Financial OfficerCRD 6049212

Contacts

1 of 1
  • A LEVISON

    Founder & Managing PartnerCRD 1373734

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
140 Greenwich Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth