STORMFIELD CAPITAL, LLC

RIASEC RegisteredEst. 2020
Total AUM
$776M
Discretionary
$776M
100% of AUM
Avg account
$111M
Accounts
7
Employees
24
Advisory reps
0

Firm details

Headquarters
SOUTHPORT, Connecticut
CRD number
285486
Registered since
April 14, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stormfield Capital, LLC is an SEC-registered investment adviser organized as a limited liability company that provides portfolio management for pooled investment vehicles. The firm’s client base is institutional and its advisory activity centers on running pooled structures in which it serves as an adviser and, at times, as a general partner or managing member. Fee arrangements combine a percentage of assets under management with performance-based fees, aligning compensation with fund results. Investment focus is concentrated on strategies that fit a pooled vehicle format rather than a large retail client roster. The firm is not an active ESG investor, and its operating profile is domestic and unclassified. Industry affiliations indicate direct sponsorship or management involvement in pooled funds, suggesting Stormfield both operates and oversees externally managed components of its vehicles.

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SOUTHPORT, CT

FAIRFIELD

Location

SOUTHPORT, CT

Headquartered in SOUTHPORT, 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
200 Pequot Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth