Rockville, MD Office

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.