Marshfield Associates
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 150614
- Registered since
- June 24, 2009
- Website
- www.marshfieldinc.com
- Custodians
- RBC CAPITAL MARKETS, LLC, STATE STREET BANK AND TRUST COMPANY, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI42.22%
- Investment Companies16.17%
- Individuals15.57%
- Sovereign Wealth Funds14.71%
- Charitable Organizations5.19%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Marshfield Associates is organized as a corporation and operates as an institutional registered investment adviser. The firm is SEC-registered (initial registration in 2009) and provides portfolio management for individuals and small businesses, investment companies, and businesses or institutional clients. Its clientele includes both individual and family investors as well as institutional accounts. Marshfield charges traditional percentage-of-AUM fees and also uses performance-based fee arrangements for certain relationships. Investment activity is tilted toward equities, and the firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Cash & Cash Equivalents36%
- US Government Bonds2%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Brian Walker
General Counsel and Chief Compliance OfficerCRD 2072226
Jarron Smith
Chief Operating OfficerCRD 6103498
Contacts
3 of 11
William Stott
PrincipalCRD 4336633
Judith Becker
PrincipalCRD 7222639
Richard Seaton
Director of Business DevelopmentCRD 6792244
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 1330 Connecticut Ave Nw
- Time zone
- ET (UTC-5)
- Office locations
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