Southfield Capital Lp
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Overview
Southfield Capital Lp operates as a financial advisor company located in Greenwich, Connecticut. The company handles $1.1 billion in total assets throughout 15 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management (AUM). The firm has a small group, including 16 financial advisors. Southfield Capital Lp is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are tradable financial investments such as equities, options and bonds.
Southfield Capital Lp administers all of its accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell choices for the client's account without needing client authorization. The company's average account size is $74.4 million. An average financial advisor at Southfield Capital Lp manages fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The firm's main office is at 140 Greenwich Avenue, 4Th Floor, Greenwich, Connecticut 6830. The firm is legally allowed to serve clients in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Southfield Capital Lp by the Numbers
$1.1 billion
22
15
$74.4 million
Fee Structure
Financial advisory fees vary depending on which services the firm provides the client. However, fee types charged by the company most likely include some blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Southfield Capital Lp.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its 15 customers, Southfield Capital Lp's biggest client is pooled investment vehicles. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Southfield Capital Lp does not have any disclosures.
Please visit its Form ADV for more details.
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