Active Capital Allocation
Across Public and Private Markets

Blackfield is a private investment office serving individuals, families, and institutions directly while partnering with RIAs and family offices.

Our Investment
Philosophy

Successful long-term investing is about more than identifying attractive investments.

Individual investments should not be evaluated in isolation. Their value depends on the role they play within the portfolio and how they contribute to diversification, liquidity, risk management, and long-term return objectives.

Our objective is not to maximize the returns of individual investments. It is to maximize the probability of achieving exceptional long-term outcomes for the portfolio.

How We Invest

Disciplined principles guide every investment decision.
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We believe superior long term results come from disciplined portfolio construction, active capital allocation, and rigorous risk management. These principles guide how we evaluate opportunities, construct portfolios, and adapt capital allocation through changing market environments.

Portfolio
Construction

Each investment is evaluated and sized within the broader portfolio based on its risk, return drivers, diversification value, and durability.

Active
Capital Allocation

We actively allocate capital to where we believe long term risk-adjusted opportunities are most attractive.

Capital
Preservation

Protecting capital is essential to compounding wealth over long periods.

Valuation
Discipline

Price matters. Purchasing at the right valuation provides a margin of safety and enhances long term return potential.

Institutional Portfolio
Construction

Public & Private Markets

We invest across both public and private markets to broaden the opportunity set and access differentiated sources of return.

Diversification

We diversify across asset classes, investment strategies, liquidity profiles, and return drivers to build more resilient portfolios.

Tax-Awareness

Investment decisions consider after tax outcomes whenever practical, helping preserve more of each client's long term wealth.

Active Capital Allocation

Portfolios are continuously monitored and refined as markets, client objectives, and investment opportunities change.

Client Partnerships

Collaborative Investment Partner
We work closely with clients and their advisors to understand objectives, constraints, liquidity needs, tax considerations, and evolving circumstances.
Institutional Experience
Our investment approach is informed by decades of experience at leading global investment firms, bringing institutional discipline to every client relationship.
Long-Term Stewardship
We build enduring relationships focused on preserving and compounding wealth across generations rather than chasing short term market outcomes.

Who We Serve

Individuals & Families

Customized portfolio construction aligned with long-term objectives.

RIAs & Family Offices

Differentiated investment capabilities that complement existing advisory relationships.

Institutions

Flexible partnership structures for organizations seeking institutional investment expertise.

Team

Blackfield's senior team brings decades of experience across public and private markets, with backgrounds in institutional investing, investment banking, capital markets, and operating leadership.
Ted Lu, Blackfield Chief Investment Officer

Ted Lu

Chief Investment Officer

FOCUS

Capital Allocation
Portfolio Construction
Manager Selection & Oversight

SELECTED EXPERIENCE

The Carlyle Group
Atalaya Capital Management
AllianceBernstein

EDUCATION

B.A. Economics
University of California, Berkeley
Chris Matthews, Blackfield Managing Director, Client Solutions

Chris Matthews

Managing Director, Client Solutions

FOCUS

Capital Formation
Institutional Partnerships
Strategic Initiatives

selected experience

Lehman Brothers
Imperial Capital

education

B.A. Economics
University of California, Berkeley

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We would welcome the opportunity to discuss your investment objectives and determine whether Blackfield is the right fit.

Leadership team