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SOUTHFIELD CAPITAL LP

GREENWICH, CT · CRD 163023 · IAPD ↗ · 203-813-4100

$2.06BRegulatory AUM
24Advisory reps
27Employees
0Clients
n/aPlanning clients
24Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2025 — SOUTHFIELD CAPITAL LP reported RAUM up 28% ($1.50B -> $1.91B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
34
April 2024 — SOUTHFIELD CAPITAL LP notice-filed in CA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.