FRESHFIELD CAPITAL, LLC

Overview

Freshfield Capital, LLC is an independent registered investment adviser that concentrates on fee-based portfolio management and financial planning for individual and family clients, including small-business owners. The firm runs wholly discretionary mandates and prefers pooled public vehicles — primarily mutual funds and other public funds — as the backbone of client portfolios. Freshfield Capital is not positioned as a multi-state or institutional pension consultant, and it does not identify as an ESG-driven allocator. The firm’s business model is centered on managing client assets on a percentage-of-AUM basis. Given the size and structure of the advisory book, Freshfield Capital appears to favor a balanced approach that leans on third-party fund managers for core exposure while selectively incorporating alternative allocations (notably hedge funds and real estate) where those strategies can provide diversification, income or downside protection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices