Wealth Manager
    SEC Registered

    Marshfield Associates

    Registered investment advisor · Washington, Washington D.C. · CRD #150614

    Assets Under Management
    $8.1B
    Client Accounts
    5,000
    Employees
    27
    CRD Number
    150614
    Registration
    SEC Registered
    Custodian
    Rbc Capital Markets, Llc, State Street Bank And Trust Company, Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Marshfield Associates

    Marshfield Associates, established in 1989, is a value equity money manager based in Washington, D.C., managing over $8 billion as of 2025. Owned by eight principals with an average tenure of 26 years, it offers both separately managed accounts and a mutual fund. The firm employs a concentrated, long-only value investment strategy.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Marshfield Associates

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    Frequently Asked Questions

    What is Marshfield Associates's AUM?

    Marshfield Associates reports approximately $8.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Marshfield Associates headquartered?

    Marshfield Associates is headquartered in Washington, Washington D.C..

    What is Marshfield Associates's CRD number?

    Marshfield Associates's CRD number is 150614. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Marshfield Associates manage?

    Marshfield Associates manages approximately 5,000 client accounts according to its latest SEC filing.

    Is Marshfield Associates SEC registered?

    Yes, Marshfield Associates is registered with the SEC as an investment adviser with an approved registration status.

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