Blackfield Capital Management LLC

Blackfield Capital Management LLC provides discretionary and non‑discretionary portfolio management services primarily to high‑net‑worth individuals, delivering individualized Investment Policy Statements and ongoing portfolio monitoring for a relatively small client base (roughly 29 accounts) with two advisors and about $55 million in assets under management. The firm manages both custodied and held‑away assets as part of its advisory services.

Investment decisions are guided by fundamental analysis and may employ a range of strategies, including long‑ and short‑term trading, options, short sales, and margin, with client risk tolerances documented in each Investment Policy Statement. Blackfield also facilitates access to private market investments through subscription platforms (iCapital, CAIS, +Subscribe) and incorporates private and non‑custodied investments into account valuations used for advisory purposes.

Distinctive features include a practice focus on high‑net‑worth clients rather than lower‑net‑worth individuals, and the inclusion of held‑away private investments in the firm’s account valuations. The firm discloses outside business activities — including insurance product sales and a representative’s broker‑dealer role in private placements — and requires use of a specified institutional custodian, with written policies to manage related conflicts of interest.