Ryefield Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ryefield Capital, LLC is a registered investment adviser that provides portfolio management and retirement planning services for individuals, professionals, and small businesses. The firm typically manages accounts on a discretionary basis but also offers non‑discretionary arrangements and permits clients to impose investment restrictions.
The firm combines fundamental and technical analysis in an opportunistic approach aimed at capital appreciation, and it will employ tactical hedging when market conditions warrant. Its strategies can include equities, fixed income, mutual funds, options and, occasionally, index, currency and commodity futures; margined or leveraged trades may be used rarely with client notification due to potential tax consequences.
Notable characteristics for a firm of this size include reliance on Interactive Brokers for custody and global market access and a principal who holds the Chartered Market Technician (CMT) designation, indicating formal technical‑analysis expertise. Ryefield does not offer wrap programs, does not vote client proxies, and maintains a very small client roster and assets under management, which may translate into a concentrated advisor‑to‑client relationship and more direct involvement by the principal.
Client services
Expertise
Fee options
$0 - $100,000: 2% $100,000 - $250,000: 1.75% $250,000 - $500,000: 1.5% $500,000 - $1,000,000: 1% $1,000,000+: .85%
Account minimum: $100,000
Main office
6 Norrie Court
Germantown NY 12526
Advisors at this office
1
Most active in
New York
Also doing business as
Blue Heron Capital, LLC · Ryefield Capital, 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
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