GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 150434
- Registered since
- June 26, 2009
- Website
- www.gscapital.net
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.93%
- Individuals9.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Greenfield Seitz Capital Management, LLC is a privately owned investment advisory firm organized as an LLC and SEC-registered since 2009. The firm serves individuals and families, charging fees as a percentage of assets under management, and focuses on portfolio management for both individuals/small businesses and for business or institutional clients. Its filings indicate a clear tilt toward publicly traded equities and it does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- US Government Bonds5%
- Cash & Cash Equivalents2%
- Public Funds/Mutual Funds1%
Contacts
3 of 4KATHRYN TUTT
IARCRD 2347930
STUART GREENFIELD
Investment ManagementCRD 3182450
YANCEY SEITZ
Investment ManagerCRD 1289158
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$18.8M in ETFs
100%
$18.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPROTT URANIUM MINERS ETF (URNM) | Sprott | Passive | Natural Resources | $6.8M | 108,431 | 36.33% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 1722 Routh St
- Time zone
- CT (UTC-6)
- Office locations
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