Greenfield Seitz Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and government entities, managing roughly $363 million in discretionary assets. The firm prepares an Investment Policy Statement for each client and provides retirement‑account rollover recommendations while acknowledging its fiduciary duties.
GSCM employs fundamental analysis and constructs portfolios through asset allocation and individual security selection, implementing both long‑ and short‑term trading. Its stated strategies may include short sales, options writing (including uncovered and spread strategies), and margin transactions, and all management is conducted in‑house on a discretionary basis with at least quarterly reviews.
A distinctive element is the firm’s explicit use of borrowing (margin) within separately managed accounts and its willingness to employ more advanced instruments and strategies, items the brochure highlights as part of its risk profile. The firm also discloses the economic incentive tied to recommending rollovers to IRAs and describes an impartial conduct standard intended to address that conflict.
Client services
Expertise
Fee options
$1,000,000 - $10,000,000: 1.00% Above $10,000,000+: Negotiable
Account minimum: $1,000,000
Main office
1722 Routh St., Suite 760
Dallas TX 75201
Advisors at this office
4
Most active in
California · Colorado · Florida · Louisiana · Texas
Also doing business as
Greenfield Seitz Capital Management, LLC · Name1025
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.
Advisors at this firm
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