Norfield Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Norfield Capital provides discretionary asset management primarily for individuals and high‑net‑worth clients through a Growth Portfolio and concentrated custom portfolios. The firm emphasizes ongoing account supervision with monthly reviews and offers clients the ability to place reasonable investment restrictions.
The firm’s investment approach is a “private equity in public markets” thesis: concentrated, fundamentally driven long‑term positions in companies selected for growth potential and strong management, with the firm acknowledging attendant volatility. The brochure also describes routine use of derivatives in managed accounts — including deep in‑the‑money call options as stock replacements, covered calls, and index‑ETF puts or VIX options for hedging and capital management.
Norfield is noteworthy among small independent advisers for its explicit connections to pooled and private‑fund activity: the firm’s principal maintains an affiliated investment firm that provides management services to private funds and the brochure contains language about partnership/pooled‑vehicle investments. Combined with the firm’s concentrated public‑market private‑equity style and documented, systematic use of options for hedging and stock replacement, these features are less common for firms of this size.
Client services
Expertise
Fee options
$0+: 1.5% to 2.00% annually (negotiable, typically 1.5% for Growth Portfolio) $0+: 2.00% annual standard fee since firm inception, may be negotiated lower
Account minimum: $100,000 (waivable) Fee-only: Annual management fees typically 1.5% or 2.00%, billed quarterly in advance pro rata basis, negotiable based on factors
Main office
Madison CT
Advisors at this office
1
Most active in
California · Connecticut
Also doing business as
Bluestream Capital Partners, LLC · Norfield Capital, LLC
Disclosures
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