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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.