Freshfield Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freshfield Capital manages about $67 million across roughly 80 client relationships and provides portfolio management and investment advisory services to individual and high-net-worth clients. The firm generally operates on a fee-based, percentage-of-AUM basis and focuses on ongoing advisory relationships for individuals.
The firm’s managing member holds a doctorate in financial economics and advanced training in statistical sciences, and the firm describes an investment process that uses internal investment restrictions, documented suitability information, and periodic reviews to align portfolios with client objectives. The adviser reports receiving no commissions or third‑party sales compensation and conducts regular supervision and review of client holdings.
Freshfield’s sponsorship of a wrap fee program is uncommon for similarly sized supported firms and integrates management and transaction services under a single fee arrangement. Combined with the principal’s long consulting background and absence of disciplinary history or additional compensation arrangements, this creates an operational profile that differs from many peers.
Client services
Expertise
Fee options
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Freshfield Capital, LLC · Freshfield Investments
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.
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