Marshfield Associates, Inc.
● SEC registered since 2009CRD 150614SEC# 801-70275Washington, DC
Reg. AUM
$8.12B
Employees
27
Accounts
5,000
Location
Washington, DC
Marshfield Associates, Inc. assets under management
Marshfield Associates, Inc. operates as an SEC-registered investment adviser based in Washington, DC. The firm has been registered since 2009. It reports $8.1 billion in regulatory assets under management and employs 27 people.
Marshfield Associates, Inc. owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Edward Walker Control | General Counsel And Chief Compliance Officer | Under 5% | 2022 |
| Carolyn Sue Miller | Principal | Under 5% | 1996 |
| Chad Andrew Goldberg Control | Principal And Trustee Of The Cg Revocable Trust | Under 5% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Marshfield Associates, Inc. manage?
Marshfield Associates, Inc. reports $8.1 billion in regulatory assets under management on its Form ADV.
How many employees does Marshfield Associates, Inc. have?
Marshfield Associates, Inc. reports 27 employees.
Where is Marshfield Associates, Inc. located?
Marshfield Associates, Inc. is based in Washington, DC and has been SEC-registered since 2009.
Does Marshfield Associates, Inc. disclose fund performance?
Marshfield Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1330 Connecticut Ave NW, Suite 400, Washington, DC 20036 |
| Phone | 202-828-6200 |
| Fax | 202-828-6208 |
| Office hours | 8:30a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$8.12B▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$8.12Bregulatory AUM
Discretionary $8.11BNon-discretionary $9M