Norfield Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 173456
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.9%
- Individuals20.1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Norfield Capital, LLC is an independent registered investment adviser operating as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients on a fee basis tied to a percentage of assets under management. It is registered with the SEC (registration year: Unknown) and is registered at the state level in California and Connecticut. Norfield’s reported activities include sponsoring or acting as the general partner/managing member of pooled investment vehicles, which suggests it may both allocate to and manage private investment structures alongside its advisory business.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities90%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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