{"url":"https://nivawealth.com/firms/stormfield-capital-285486","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/285486","regulatoryAum":776442563,"crd":"285486","history":[{"filedOn":"2021-02-25","regulatoryAum":145571165,"clients":3,"employees":6,"offices":1},{"filedOn":"2022-03-18","regulatoryAum":311316010,"clients":5,"employees":9,"offices":1},{"filedOn":"2023-03-02","regulatoryAum":408812595,"clients":5,"employees":14,"offices":1},{"filedOn":"2024-03-06","regulatoryAum":579036417,"clients":5,"employees":17,"offices":1},{"filedOn":"2025-03-25","regulatoryAum":632658119,"clients":6,"employees":18,"offices":1},{"filedOn":"2026-03-17","regulatoryAum":776442563,"clients":7,"employees":24,"offices":1}],"secFileNumber":"801-118412","legalName":"Stormfield Capital, LLC","displayName":"Stormfield Capital","slug":"stormfield-capital-285486","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/stormfieldcapitalfunding/","founded":null,"organization":"Connecticut limited liability company","fiscalYearEnd":"December","headquarters":{"street":"200 Pequot Avenue","city":"Southport","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06890"},"tradeNames":[],"registration":{"secApproved":"14 April 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":24,"advisory":14,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":776442563,"discretionary":776442563,"discretionaryAccounts":7,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":29,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":7,"regulatoryAum":776442563}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Stormfield Capital has custody of $98.5M in client assets for 1 client.","leadership":[{"name":"Timothy Scott Jackson","title":"Co-Managing Member, Chief Compliance Officer","crd":""},{"name":"Wesley William Carpenter","title":"Co-Managing Member","crd":""}],"ownership":[{"label":"Acer Management, LLC","detail":"Member in the 50% to 75% ownership band and a control person, since December 2021."},{"label":"Montaigne, LTD.","detail":"Member in the 25% to 50% ownership band and a control person, since December 2021."},{"label":"Timothy Scott Jackson","detail":"Indirect owner: a owner of Montaigne, LTD. in the 75% or more band and a control person, since December 2021.","parent":"Montaigne, LTD."},{"label":"Wesley Carpenter","detail":"Indirect owner: a owner of Acer Management, LLC in the 75% or more band and a control person, since December 2021.","parent":"Acer Management, LLC"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"200 Pequot Avenue","city":"Southport","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"203-628-4653","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"17 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/285486/PDF/285486.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Stormfield Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Stormfield Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Stormfield Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Stormfield Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stormfield Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Stormfield Capital registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Stormfield Capital?","answer":"Stormfield Capital’s main office is at 200 Pequot Avenue, Southport, CT 06890. Its phone number is 203-628-4653.","source":"Form ADV Part 1A, Item 1.F, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}