Investment adviser · CRD 150614
MARSHFIELD ASSOCIATES
Investment adviser filing (IA)
MARSHFIELD ASSOCIATES, INC.
WASHINGTON, DC, United States · Form ADV filed Jul 10, 2026
- Regulatory AUM
- $8.12B Form ADV · Item 5.F
- Client accounts
- 5,000 Accounts, not individual clients
- Employees
- 27 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 857 | $3,429,081,211 | 42.2% |
| Investment companies | 1 | $1,312,937,410 | 16.2% |
| Individuals | 3,089 | $1,264,867,134 | 15.6% |
| Sovereign wealth & foreign institutions | 1 | $1,194,610,844 | 14.7% |
| Charities | 37 | $421,334,524 | 5.2% |
| Retirement plans | 4 | $389,170,291 | 4.8% |
| Corporations & businesses | 6 | $88,340,010 | 1.1% |
| Government entities | 1 | $21,555,290 | 0.3% |
Filing source
Form ADV 2118943 · Jul 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 10, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
1330 CONNECTICUT AVE NW, SUITE 400WASHINGTON, DC, 20036, United States
CRD 150614
Filing source
Form ADV 2118943 · Jul 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.