CRD: 331774
Blackfield Capital Management LLC
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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-12-2024
- Office Locations
- 2
Office Locations
About Blackfield Capital Management LLC
Blackfield Capital Management LLC is a boutique private investment office and RIA advising founders, executives, legacy families, family offices, and select institutions. The team actively manages tailored multi-asset portfolios, investing heavily in alternatives (asset-backed finance, corporate direct lending, secondary private equity, growth and venture) alongside public markets, with an emphasis on capital preservation and asymmetric returns. Provides OCIO and external manager mandates—positioned as a “money manager to the money managers.”
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Services
Technology
Owner & Executives
EDWARD LU
Chief Compliance Officer, Chief Executive Officer, Managing Member, Private Wealth Advisor
- CRD
- #2660763
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Christopher Matthews
Managing Director
- CRD
- #3118965
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,476,116 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,476,116 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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