Data / Investment advisers / District of Columbia / Marshfield Associates
Marshfield Associates, Washington, DC: $8.1 billion AUM, SEC registered investment adviser
Marshfield Associates is an SEC registered investment adviser with its main office in Washington, District of Columbia and reports $8.1 billion in regulatory assets under management in its Form ADV filed July 10, 2026. Its clients include high net worth individuals, investment companies and individuals. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 150614
- SEC file number
- 801-70275
- SEC status
- Approved, effective June 24, 2009
- Legal name
- Marshfield Associates, Inc.
- Main office
- 1330 Connecticut Ave NW Suite 400, Washington, DC 20036
- Phone
- (202) 828-6200
- Regulatory AUM
- $8,121,896,714 in the Form ADV filed July 10, 2026
- Discretionary AUM
- $8,112,940,375
- Non discretionary AUM
- $8,956,339
- Accounts
- 5,000
- Employees
- 27, of which 13 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 857 | $3.43 billion |
| Investment companies | 1 | $1.31 billion |
| Individuals (other than high net worth individuals) | 3,089 | $1.26 billion |
| Sovereign wealth funds and foreign official institutions | 1 | $1.19 billion |
| Charitable organizations | 37 | $421.3 million |
| Pension and profit sharing plans | 4 | $389.2 million |
| Corporations or other businesses | 6 | $88.3 million |
| State or municipal government entities | 1 | $21.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $8.12 billion | March 27, 2026 |
| December 1, 2025 | $7.50 billion | August 14, 2025 |
Other advisers in Washington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fiduciary Counselors Inc. | Washington | $20.35 billion | Not listed | adviserinfo.sec.gov |
| Rock Creek Group LLC | Washington | $18.38 billion | 12 | adviserinfo.sec.gov |
| F/M Investments LLC | Washington | $17.74 billion | Not listed | adviserinfo.sec.gov |
| Meridiam Infrastructure North America Corporation | Washington | $10.22 billion | 35 | adviserinfo.sec.gov |
| Accolade Partners | Washington | $9.34 billion | 66 | adviserinfo.sec.gov |
| Grain Management, LLC | Washington | $8.07 billion | 26 | adviserinfo.sec.gov |
| Invictus Capital Partners | Washington | $7.19 billion | 15 | adviserinfo.sec.gov |
| Missionsquare Retirement | Washington | $6.31 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Washington, DC
- Investment advisers in District of Columbia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving investment companies
- Marshfield Associates on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.