Stormfield Capital, LLC

RIASEC RegisteredEst. 2020
Total AUM
$776M
Discretionary
$776M
100% of AUM
Avg account
$111M
Accounts
7
Employees
24
Advisory reps
0

Firm details

Headquarters
Southport, Connecticut
CRD number
285486
Registered since
April 14, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stormfield Capital, LLC is an SEC-registered institutional RIA formed in 2020 that advises institutional clients primarily through portfolio management for pooled investment vehicles. The firm serves a small number of sizable institutional accounts and operates as an adviser and sponsor — acting as a general partner/managing member of pooled vehicles in addition to providing advisory services. Ownership is listed as a mix of a domestic entity and an individual. The firm is not positioned as a broad capital allocator or a multi-state adviser, and it does not identify as an active ESG investor. Its compensation model combines a percentage-of-assets fee with performance-based fees, which aligns with its role managing pooled investment structures and sponsor responsibilities.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

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

Southport, CT

Fairfield

Location

Southport, CT

Headquartered in Southport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
200 Pequot Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth