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MARSHFIELD ASSOCIATES
Legal name: MARSHFIELD ASSOCIATES, INC.
CRD 150614File 801-70275
APPROVED
Retail clients
Filing as of Jul 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.12B
Top 10% of cohort (national)
Discretionary AUM
$8.11B
Non-discretionary $9.0M
Clients
3,996
5,000 accounts
Employees
27
Top 25% of cohort in DC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 24, 2009
- Principal office
- 1330 CONNECTICUT AVE NW, SUITE 400, WASHINGTON, DC, 20036
- Phone
- 202-828-6200
- Website
- HTTP://WWW.MARSHFIELDINC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.12B
- Discretionary AUM
- $8.11B
- Non-discretionary AUM
- $9.0M
- Discretionary accounts
- 4,962
- Non-discretionary accounts
- 38
- Total accounts
- 5,000
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $88.3M |
| Non-U.S. persons | 1 | $1.19B |
| Investment companies | 1 | $1.31B |
| Charitable organizations | 37 | $421.3M |
| High net worth individuals | 857 | $3.43B |
| Pension and profit sharing plans | 4 | $389.2M |
| State or municipal government entities | 1 | $21.6M |
| Individuals (other than high net worth individuals) | 3,089 | $1.26B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 26 | 27 | increased by1 |
| Apr 1, 2026 | Clients | 4,384 | 3,996 | decreased by388 |
| Apr 1, 2026 | AUM | $7,500,657,939 | $8,121,896,714 | increased by$621,238,775 |
| Apr 1, 2026 | Accounts | 5,466 | 5,000 | decreased by466 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 26 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,126 | 4,384 | increased by1,258 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,174,772,861 | $7,500,657,939 | increased by$3,325,885,078 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,048 | 5,466 | increased by1,418 |
| Apr 1, 2022 | Employees | 19 | 21 | increased by2 |
| Apr 1, 2022 | Clients | 2,756 | 3,126 | increased by370 |
| Apr 1, 2022 | AUM | $3,593,899,923 | $4,174,772,861 | increased by$580,872,938 |
| Apr 1, 2022 | Accounts | 3,594 | 4,048 | increased by454 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARSHFIELD ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARSHFIELD ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.