Marshfield Associates is an SEC registered investment adviser organized as a corporation with a primary office location in Washington, DC. Its latest Form ADV filing, dated March 27, 2026, reports $8.1B in regulatory assets under management, 27 employees, and 5,000 accounts.
Assets Under Management
$8.1B
Employees
27
Offices
--
Total Clients
3,996
Primary office
WASHINGTON, DC
1330 CONNECTICUT AVE NW, SUITE 400, WASHINGTON, DC, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.3% of total clients.
Top client categories% of clientsClients
1
Individuals
77.3%
3,089
2
HNWI
21.4%
857
3
Charitable
0.9%
37
4
Corporations
0.2%
6
5
Pension Plans
0.1%
4
Additional categories (<0.1%)
Investment Cos.<5 clients
Government<5 clients
Sovereign Wealth<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.1Bas of March 27, 2026
Discretionary99.9%
$8.1B
100% of total RAUM99.9%
Non-discretionary0.1%
$9M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$8.1B
Total Accounts5,000
10Y AUM Change+$6.3B (+335.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee148:1
10Y Employee Change+8 (+42.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.