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Setchfield Associates LLC

● SEC registered since 2019CRD 113289SEC# 801-116770Bradenton, FL
Export (members)
Reg. AUM
$171M
Employees
2
Accounts
225
Location
Bradenton, FL

Setchfield Associates LLC assets under management

Setchfield Associates LLC is an investment advisory firm registered with the SEC based in Bradenton, FL. The firm has been registered since 2019. It reports $171 million in regulatory assets under management and employs 2 people.
www.setchfieldassociates.comView on SEC.gov ↗

Setchfield Associates LLC owners & executives

2 reported
NameTitleOwnershipSince
Cindi JacobsMember50-75%2006
Steven Terry Setchfield ControlOwner/Chief Compliance Officer50-75%1998

Frequently asked questions

How much does Setchfield Associates LLC manage?

Setchfield Associates LLC reports $171 million in regulatory assets under management on its Form ADV.

How many employees does Setchfield Associates LLC have?

Setchfield Associates LLC reports 2 employees.

Where is Setchfield Associates LLC located?

Setchfield Associates LLC is based in Bradenton, FL and has been SEC-registered since 2019.

Does Setchfield Associates LLC disclose fund performance?

Setchfield Associates LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address392 Aruba Circle, Unit 101, Bradenton, FL 34209
Phone303-627-1099
Office hours7:30-2:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$163M
Non-discretionary$8M
Total (RAUM)$171M