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Freshfield Capital, LLC

Freshfield Capital, LLC. CRD 150742

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CRD: 150742

Freshfield Capital, LLC

Plano, TX, 75093
2145526372
www.freshfieldinvestments.com
$90.0M Total AUM
$90.0M Disc. AUM
-- 3Y CAGR
3 Employees
93 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท Interactive Brokers
Clients
Retail
Platforms
PathwayBeacon insight +more
Established Date
10-06-2009
Office Locations
1

Office Locations

-- Dallas TX

About Freshfield Capital, LLC

Freshfield Investments is a Plano, TX-based fee-only, fiduciary investment manager and financial planner offering customized portfolio management, comprehensive planning (included for managed clients), and hourly portfolio consulting for self-directed investors or second opinions. Led by Dr. Andy Lawson, PhD (Econ) and CFP, the firm emphasizes risk management and cost control for long-term goals and serves clients nationwide via virtual or in-person meetings. Custody includes Fidelity/NFS.

Team overview

55 AVG AGE
$90.0M AVG AUM / ADVISOR
$967.7K AVG AUM / CLIENT
16.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Element radial Fusion pioneer

Custodian

Foundation Element Pathway Peak insight Bridge

Fund Managers

Legacy

Investment Themes

Vector North Vertex

Investment Vehicles

Vertex vital

Services

North peak Crest capital Foundation foundation North element North catalyst Quantum prime Crest legacy

Technology

Eagle Bridge Horizon Alpha

Owner & Executives

ANDREAS UWE LAWSON

ANDREAS UWE LAWSON

Managing Member

CRD
#4836144
Ownership
75% or more
(304) 391-3312
element.signal@atlascapital.com
in linkedin.com/in/frontier-quantum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $90,000,000 --
Non-Discretionary $0 --
Total $90,000,000 --

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Separately Managed Accounts

Total SMA Asset: $90,000,000

$90.0M Total SMA
Public Funds:
28.8%
Cash:
47.6%
Equity - Exchange:
23.6%
Asset class Assets Assets %
Public Funds $1,221,558,827 28.8%
Cash $2,018,965,284 47.6%
Equity - Exchange $1,000,999,595 23.6%
Total $4,241,523,706 100.0%

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