Blackfield Capital Management LLC

RIASEC Registered
Total AUM
$59.5M
Discretionary
$59.5M
100% of AUM
Avg account
$626K
Accounts
95
Employees
2
Advisory reps
2

Firm details

Headquarters
Rockville, Maryland
CRD number
331774
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI97.76%
  • Individuals2.1%
  • Charitable Organizations0.15%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Blackfield Capital Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that provides discretionary portfolio management for both individual/family clients and institutional accounts. The firm charges fees based on a percentage of assets under management and focuses its advisory practice on managing separate accounts for individuals, small businesses and institutional entities. It does not identify as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Private Funds 50%, Public Funds/Mutual Funds 45%, Exchange Traded Equities 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%50%
  • Private Funds50%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities2%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Edward Lu

    Edward Lu

    Managing Member And Chief Compliance OfficerCRD 2660763

Contacts

1 of 1
  • Christopher Matthews

    Christopher Matthews

    Managing DirectorCRD 3118965

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rockville, MD

Montgomery

Location

Rockville, MD

Headquartered in Rockville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
1451 Rockville Pike
Time zone
ET (UTC-5)
Office locations

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