CRD: 143720
Wakefield Asset Management, Lllp
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-23-2007
- Office Locations
- 1
Office Locations
About Wakefield Asset Management, Lllp
Wakefield Asset Management is an SEC-registered RIA offering concentrated, actively managed U.S. equity strategies (large cap, small cap, and biblically responsible) for institutions and individuals. The firm uses proprietary quantitative behavioral techniques and a disciplined, tech-enabled research and monitoring process to remove emotion from investing. Public filings indicate its SMAs are implemented primarily with ETFs.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEOFFREY TODD GERVASINI
Chief Investment Officer, Limited Partner, Managing Partner, Partner
- CRD
- #2443483
- Ownership
- 75% or more
GREGORY J BRITTAIN
PARTNER
- CRD
- #6438047
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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NICHOLAS TODD GERVASINI
Director of Finance
- CRD
- #7883265
LANCE ERIC PETERSON
Head of Distribution
- CRD
- #2415886
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $453,504,913 | $779,218 |
| Non-Discretionary | $472,091 | $118,023 |
| Total | $453,977,004 | $774,705 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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