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 institutional registered investment adviser organized as an LLC and operating since 2020. The firm caters to institutional clients and provides portfolio management for pooled investment vehicles; its regulatory profile and activity indicate it serves as both adviser and sponsor/manager of such vehicles. Ownership is listed as a mix of a domestic entity and individual ownership. Compensation is primarily a percentage-of-assets-under-management fee with the potential for performance-based fees, reflecting a structure that ties pay to asset size and outcomes. The firm is not designated as an active ESG investor, is not a multi-state adviser, and does not identify as a pension consultant.

Assets & Accounts

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth