Blackfield Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$61,413,070
Clients
25
Advisors
2
across 2 offices
About
Blackfield Capital Management provides discretionary and non‑discretionary portfolio management principally to high‑net‑worth individuals rather than to non‑HNW retail clients, and generally works with a small number of client relationships. The firm prepares individual Investment Policy Statements and delivers ongoing portfolio monitoring and asset allocation advice for individual investors and high‑net‑worth households.
The firm’s investment process is rooted in fundamental analysis and can employ a broad set of strategies, including long‑ and short‑term trading, options, short sales and margin transactions; it also facilitates access to private market investments through subscription platforms to support clients’ allocations to alternatives. Blackfield typically bills advisory fees on all assets it advises on — including held‑away private funds and other non‑custodied investments — and values those positions using sponsor or administrator statements when custodial pricing is not available.
Notable differences from many peers include a concentrated, HNW client base and the firm’s explicit inclusion of held‑away private investments in fee calculations, which relies on third‑party or estimated valuations. Some supervised persons maintain insurance licenses and broker‑dealer affiliations and the firm requires use of a designated institutional custodian, factors the brochure identifies as potential sources of conflicts that the firm discloses and manages.
Client services
Expertise
Fee options
$1,000,000 - $2,999,999: 2.00% $3,000,000+: 1.00%
Account minimum: $1,000,000
Main office
See office1451 Rockville Pike, Ste 250
Rockville MD 20852
Advisors at this office
1
Offices (2)
Most active in
California · Maryland
Also doing business as
Blackfield · Blackfield Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Christopher M
Series 63, Series 65
Los Angeles, CA
Blackfield Capital Management LLC
Christopher Matthews is a financial advisor with Blackfield Capital Management LLC in Los Angeles, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked with FNEX Capital LLC and Digital Asset Investment Management, and also provides advisory and consulting services related to private investments and capital structuring through CM Strategic Advisory LLC. His activities include representing FNEX Capital in private placement transactions involving accredited investors. Blackfield Capital Management provides portfolio management primarily to high-net-worth individuals, focusing on individualized Investment Policy Statements and ongoing portfolio monitoring. The firm employs a range of strategies, including trading and options, and facilitates access to private market investments through subscription platforms.
Edward L
Series 63, Series 66
Rockville, MD
Blackfield Capital Management LLC
Edward Lu is a financial advisor at Blackfield Capital Management LLC with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Morgan Stanley and Cambrian Asset Management. Lu is also a licensed insurance agent and offers insurance products to clients when appropriate. Blackfield Capital Management provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, focusing on a small number of client relationships. The firm’s investment process is based on fundamental analysis and includes a broad range of strategies, with a notable emphasis on including held-away private investments in fee calculations.
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