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STORMFIELD CAPITAL, LLC

CRD 285486File 801-118412
APPROVED
Custody
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$776.4M
Above cohort median (national)
Discretionary AUM
$776.4M
Clients
7
7 accounts
Employees
24
Below cohort median in CT

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
Apr 14, 2020
Principal office
200 PEQUOT AVENUE, SOUTHPORT, CT, 06890
Phone
203-628-4653

Assets & accounts

ADV Item 5F
Total regulatory AUM
$776.4M
Discretionary AUM
$776.4M
Non-discretionary AUM
$0
Discretionary accounts
7
Non-discretionary accounts
0
Total accounts
7
AUM per client
$110.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles7$776.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1824increased by6
Apr 1, 2026Clients67increased by1
Apr 1, 2026AUM$632,658,119$776,442,563increased by$143,784,444
Apr 1, 2026Accounts67increased by1
May 1, 2025
vs Oct 1, 2022
Employees918increased by9
May 1, 2025
vs Oct 1, 2022
Clients56increased by1
May 1, 2025
vs Oct 1, 2022
AUM$311,316,010$632,658,119increased by$321,342,109
May 1, 2025
vs Oct 1, 2022
Accounts56increased by1
Apr 1, 2022Employees69increased by3
Apr 1, 2022Clients35increased by2
Apr 1, 2022AUM$145,571,165$311,316,010increased by$165,744,845
Apr 1, 2022Accounts35increased by2
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “STORMFIELD CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STORMFIELD CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.