WAKEFIELD ASSET MANAGEMENT, LLLP
SEC Form ADV profile.
Total regulatory AUM
$453,977,004
Discretionary
$453,504,913
Non-discretionary
$472,091
Firm details
- CRD number
- 143720
- SEC file number
- 801-68152
- Main office
- ENGLEWOOD, CO, United States
- Employees
- 11
- SEC status
- Approved
- Website
- HTTP://WWW.WAKEFIELDASSET.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.