Investment adviser · CRD 156704

MAKEFIELD CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

CENTER VALLEY, PA, United States · Form ADV filed Mar 3, 2014

Regulatory AUM
$10.9M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 3, 2014. View historical filings

Reported services

Investment company portfolio management

Compensation

Percentage of assets

Principal office

4647 SAUCON CREEK ROAD, SUITE 205
CENTER VALLEY, PA, 18034, United States

CRD 156704

Filing source

Form ADV 782721 · Mar 3, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.