Stormfield Capital provides portfolio management for pooled vehicles.
Stormfield Capital reports 7 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($776M across 7 accounts) are managed with discretion. Of its clients, 29% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 7 | $776M | 100.0% | $111M |
| Total | 7 | $776M | 100% | $111M |
- Clients
- 7
- Regulatory AUM
- $776M
- AUM share
- 100.0%
- Avg. per client
- $111M
Total
- Clients
- 7
- Regulatory AUM
- $776M
- AUM share
- 100%
- Avg. per client
- $111M
- Clients outside the U.S.
- 29%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Stormfield Capital is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Acer Management, LLC owns 50% to 75% of Stormfield Capital and is in turn owned by Wesley Carpenter (75% or more). The leadership team of Stormfield Capital includes Chief Compliance Officer Timothy Scott Jackson. It has 24 employees, 14 of them in advisory roles.
Leadership
- Timothy Scott JacksonCo-Managing Member, Chief Compliance Officer
- Wesley William CarpenterCo-Managing Member
Staff
- 24 employees
- 14 in advisory functions
- Owns 50% to 75% of Stormfield Capital, LLC
Acer Management, LLC
Control person · since December 2021
- Owns 75% or more of Acer Management, LLC
Wesley Carpenter
Control person · since December 2021
- Owns 25% to 50% of Stormfield Capital, LLC
Montaigne, LTD.
Control person · since December 2021
- Owns 75% or more of Montaigne, LTD.
Timothy Scott Jackson
Control person · since December 2021
Stormfield Capital’s regulatory assets grew 5.3× from $146M (February 2021) to $776M (March 2026); clients rose from 3 to 7 and employees from 6 to 24.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $776M | 7 | 24 | 1 |
| March 2025 | $633M | 6 | 18 | 1 |
| March 2024 | $579M | 5 | 17 | 1 |
| March 2023 | $409M | 5 | 14 | 1 |
| March 2022 | $311M | 5 | 9 | 1 |
| February 2021 | $146M | 3 | 6 | 1 |
Besides its headquarters, Stormfield Capital has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 200 Pequot Avenue, SouthportHQ
Contact and registration details
- Legal name
- Stormfield Capital, LLC
- Headquarters
- 200 Pequot Avenue, Southport, CT 06890
- Website
- Not reported
- Phone
- 203-628-4653
- @stormfieldcapitalfunding
- SEC file
- 801-118412
- Structure
- Connecticut LLC
- Fiscal year end
- December
Stormfield Capital has custody of $98.5M in client assets for 1 client.
How many clients does Stormfield Capital have?
Stormfield Capital has 7 clients and manages $776 million for them, as of March 2026. They include 7 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Stormfield Capital offer?
Stormfield Capital provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Stormfield Capital have?
Stormfield Capital has 0 investment adviser representatives registered with state securities authorities, out of 24 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Stormfield Capital?
Stormfield Capital is owned through holding companies by Timothy Scott Jackson and Wesley Carpenter. Its direct owners are Acer Management, LLC (50% to 75%) and Montaigne, LTD. (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Stormfield Capital get paid?
Stormfield Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Stormfield Capital registered with the SEC?
Yes, Stormfield Capital has been registered with the SEC as an investment adviser since 14 April 2020. Its CRD number is 285486 and its SEC file number is 801-118412.
Source: Form ADV Part 1A, Item 1, filed 17 March 2026; IAPD firm record
How do I contact Stormfield Capital?
Stormfield Capital’s main office is at 200 Pequot Avenue, Southport, CT 06890. Its phone number is 203-628-4653.