Stormfield Capital, Llc
- Regulatory AUM
- $776M
- Discretionary
- $776M
- Clients
- 7
- Avg AUM / client
- $111M
- Accounts
- 7
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $776M | 100.0% |
People (0)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Acer Management, Llc | Member | Dec 2021 | A | 50% – 75% |
| Montaigne, Ltd. | Member | Dec 2021 | A | 25% – 50% |
| Jackson, Timothy Scott | Co Managing Member, Chief Compliance Officer | Mar 2016 | A | Less than 5% |
| Carpenter, Wesley William | Co Managing Member | Mar 2016 | A | Less than 5% |
| Jackson, Timothy Scott | Owner | Dec 2021 | B | ≈ 18.75% – 50% via Montaigne, Ltd. |
| Carpenter, Wesley, William | Owner | Dec 2021 | B | ≈ 37.5% – 75% via Acer Management, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jackson, Timothy Scott: 75% – 100% of Montaigne, Ltd. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Carpenter, Wesley, William: 75% – 100% of Acer Management, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗