← Back to searchVisit website
MARSHFIELD ASSOCIATES
MARSHFIELD ASSOCIATES, INC.
CRD 150614 · SEC 801-70275
1330 CONNECTICUT AVE NW, SUITE 400, WASHINGTON, DC, 20036, United States
Phone
202-828-6200
Fax
202-828-6208
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.12B
Discretionary AUM
$8.11B
Team
27 total employees; 13 advisory reps; 5 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3089 | $1.26B |
| High net worth individuals | 857 | $3.43B |
| Investment companies | 1 | $1.31B |
| Pension/profit sharing plans | 4 | $389.2M |
| Charitable organizations | 37 | $421.3M |
| State/municipal entities | 1 | $21.6M |
| Sovereign wealth funds | 1 | $1.19B |
| Corporations/business entities | 6 | $88.3M |
States served
VT, AZ, CA, CO, DE, DC, GA, ID, IL, IN, IA, LA, ME, MD, MA, MI, MN, MT, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD