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 a corporation that has been SEC-registered since 2009 and serves both individual/family and institutional clients. The firm provides discretionary portfolio management across individual/small business accounts, investment companies, and institutional/business mandates. Its fee model combines a percentage-of-AUM charge with the ability to levy performance-based fees. Marshfield does not identify as an active ESG investor, is not a multistate or newly formed adviser, and does not act as a pension consultant or related adviser.
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 2Jarron Smith
Chief Operating OfficerCRD 6103498
Brian Walker
General Counsel and Chief Compliance OfficerCRD 2072226
Contacts
3 of 11
Chad Goldberg
PrincipalCRD 5636288
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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