SHEFFIELD ASSET MANAGEMENT, L.L.C.

RIASEC RegisteredEst. 2011
Total AUM
$152M
Discretionary
$152M
100% of AUM
Avg account
$152M
Accounts
1
Employees
3
Advisory reps
2

Firm details

Headquarters
CHICAGO, Illinois
CRD number
137065
Registered since
August 8, 2011
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sheffield Asset Management, L.L.C. is a single-manager hedge fund manager organized as a limited liability company and SEC-registered since 2011. The firm serves institutional clients and operates as a commodity pool operator or commodity trading advisor while providing portfolio management for pooled investment vehicles. Its compensation model combines an asset-based fee with performance-based fees. Ownership is held by an individual principal. Sheffield does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MICHELLE PELUSO

    Chief Financial Officer & Chief Compliance OfficerCRD 7085663

Contacts

1 of 1
  • BRIAN FELTZIN

    Managing PartnerCRD 1877556

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
980 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth