GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC
Adviser information for GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC last updated from Form ADV on January 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 436 | $322.2M |
| Non-Discretionary | 0 | $0 |
| Total | 436 | $322.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 113 | $48.4M |
| HNW Individuals | 63 | $273.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-70251 |
|---|---|
| SEC ERA File Number | 801-70251 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 150434 |
| Legal Entity Identifier | None |
Principal Office
1722 ROUTH ST.SUITE 760
DALLAS
TX
United States
Monday - Friday, 8:00 AM - 4:00 PM
Tel: (214) 367-6170, Fax: (214) 367-6180
Websites
Chief Compliance Officer
ERIC MEYER
1722 ROUTH ST.
SUITE 760
DALLAS
TX
United States
Tel:
(214) 367-6170
E***@************T
(Full email address available in API data)
Regulatory Contact
STUART EDWARDS GREENFIELD
PARTNER
1722 ROUTH ST.
SUITE 760
DALLAS
TX
United States
Tel:
214-367-6170
S*****@************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GREENFIELD, STUART, EDWARDS | Individual | – | MANAGING MEMBER | 05/2009 | 50-75% |
| SEITZ, YANCEY, TIGHE | Individual | – | MANAGING MEMBER | 05/2009 | 50-75% |
| MEYER, ERIC, JOHN | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2009 | < 5% |