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Marshfield Associates, Inc.

● SEC registered since 2009CRD 150614SEC# 801-70275Washington, DC
Export (members)
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
NameTitleOwnershipSince
Brian Edward Walker ControlGeneral Counsel And Chief Compliance OfficerUnder 5%2022
Carolyn Sue MillerPrincipalUnder 5%1996
Chad Andrew Goldberg ControlPrincipal And Trustee Of The Cg Revocable TrustUnder 5%2012
Chad Goldberg Revocable Trust U/A Dtd January 10, 2024 ("cg Revocable Trust")Shareholder10-25%2024
Christopher M. Niemczewski Revocable Trust U/A Dtd June 6, 2014 ("cn Revocable Trust")Shareholder50-75%2014
Christopher Martin Niemczewski ControlPrincipal And Trustee Of The Cn Revocable TrustUnder 5%1993
Elise Hoffmann Revocable Trust U/A Dtd June 6, 2014 ("eh Revocable Trust")Shareholder10-25%2014
Elise Jordan Hoffmann ControlPrincipal And Trustee Of The Eh Revocable TrustUnder 5%1996
Jarron Hampton Smith ControlChief Operating OfficerUnder 5%2025
Judith Golden BeckerPrincipalUnder 5%2023
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Frequently 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

Address1330 Connecticut Ave NW, Suite 400, Washington, DC 20036
Phone202-828-6200
Fax202-828-6208
Office hours8:30a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$8.12B▲ 8%
Mar '25 — $7.5BApr '25 — $7.5BMay '25 — $7.5BJun '25 — $7.5BJul '25 — $7.5BAug '25 — $7.5BSep '25 — $7.5BOct '25 — $7.5BNov '25 — $7.5BDec '25 — $7.5BJan '26 — $7.5BFeb '26 — $7.5BMar '26 — $8.12BApr '26 — $8.12BMay '26 — $8.12BJun '26 — $8.12BJul '26 — $8.12B
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 10%
Larger than 90% of 16,306 advisers
EmployeesTop 19%
More than 81% of 16,824 advisers

Assets under management

$8.12Bregulatory AUM
Discretionary $8.11BNon-discretionary $9M