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MARSHFIELD ASSOCIATES
WASHINGTON, DC
202-828-6200
SEC #801-70275Total AUM
$8.1B
Employees
27Clients
3,996Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1330 CONNECTICUT AVE NW
SUITE 400
WASHINGTON
DC 20036
United States
SUITE 400
WASHINGTON
DC 20036
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Monday - Friday
Phone
202-828-6200
Financials
Total AUM
$8.1B
Accounts
5,000Discretionary
$8.1B
Accounts
4,962Non-Discretionary
$9M
Accounts
38
Clients
Individual Clients
3,089AUM
$1.3B
HNW Individual Clients
857AUM
$3.4B
Investment Company Clients
1AUM
$1.3B
Pension/Profit Sharing Plan Clients
4AUM
$389.2M
Charitable Organization Clients
37AUM
$421.3M
Government Entity Clients
1AUM
$21.6M
Sovereign Wealth Fund Clients
1AUM
$1.2B
Corporation or Business Clients
6AUM
$88.3M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCDEFLGAIAIDILINLAMAMDMEMIMNMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.