Greyfield Capital Management LLC

RIASEC Registered
Total AUM
$22.3M
Discretionary
$22.3M
100% of AUM
Avg account
$586K
Accounts
38
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
291698
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI83.71%
  • Individuals15.69%
  • Charitable Organizations0.6%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Greyfield Capital Management LLC is a small, privately held investment advisory organized as an LLC and owned by an individual. The firm provides portfolio management primarily for individuals and small businesses, and its client base spans individual/family and institutional accounts. Fees are charged as a percentage of assets under management. Greyfield does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 66%, Public Funds/Mutual Funds 33%, Non-Investment Grade Corp Bonds 1%66%
  • Exchange Traded Equities66%
  • Public Funds/Mutual Funds33%
  • Non-Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Charles Bettendorf

    Charles Bettendorf

    Investment Adviser RepresentativeCRD 6912687

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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth