Sedgefield Capital Management, LLC is a mid-sized advisory firm based in Casper. It manages $5 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2009.
Sedgefield Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sedgefield Capital Management, LLC is $5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 150% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sedgefield Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Sedgefield Capital Management, LLC performs its advisory services is located at 375 Aster Street, Casper, WY 82604, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 416-572-7671 or by fax 416-572-7771. The normal business hours are 8:30 am to 5:00 pm est on Monday - Friday.