$8.1B Total AUM
$8.1B Disc. AUM
23.7% 3Y CAGR
27 Employees
4,001 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · RBC · State Street
- Clients
- Retail and Institutional
- Platforms
- Insight vitalVertex optima
- Established Date
- 10-01-1996
- Office Locations
- 2
Office Locations
1330 Connecticut AVE NW Suite 400 Washington DC
-- Northboro MA
About Marshfield Associates
Marshfield Associates is a Washington, DC-based investment adviser serving retail and institutional clients. The firm runs active, concentrated, sector-agnostic portfolios and is willing to hold significant cash while waiting for opportunities, with an emphasis on resilience and capital preservation. Offers portfolio construction and insurance support, with a focus that can include entrepreneurs and ETF-based implementation.
Team overview
56 AVG AGE
$624.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
10 yrs AVG TENURE
27 Employees
13 Advisory Reps
10 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Zenith fusion
Client Personas
Glacier fusion
Custodian
Meridian quantum
Investment Themes
Bridge matrix Legacy Element
Investment Vehicles
Atlas
Services
Unison atlas Pioneer
Technology
Vector North capital
Owner & Executives
M
MELISSA VINICK
Principal
- CRD
- #2688143
- Ownership
- 10% but less than 25%
(740) 592-3020
vital.focus@pioneercapital.com
in linkedin.com/in/signal-prime
J
JUDITH GOLDEN BECKER
Principal
- CRD
- #7222639
- Ownership
- Less than 5%
(759) 251-4745
optima.insight@horizoncapital.com
in linkedin.com/in/pathway-radial
F
Focus fusion
Bridge horizon wave
- CRD
- #81999
- Ownership
- 17.6%
(588) 317-4378
summit.atlas@meridiancapital.com
in linkedin.com/in/eagle-optima
Showing 2 of 10 owners & executives
Unlock allContacts
A
ANDREW DALE CLARK JR
--
- CRD
- #6261814
(731) 406-8786
element.crest@pioneercapital.com
in linkedin.com/in/atlas-north
K
Kathryn Ross Cotter
--
- CRD
- #8028294
(499) 636-1021
meridian.zenith@catalystcapital.com
in linkedin.com/in/timber-catalyst
F
Focus meridian
Unison oak pathway
- CRD
- #74191
(498) 408-2627
optima.capital@vitalcapital.com
in linkedin.com/in/crest-vector
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,112,940,375 | $1,635,014 |
| Non-Discretionary | $8,956,339 | $235,693 |
| Total | $8,121,896,714 | $1,624,379 |
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Separately Managed Accounts
Total SMA Asset: $6,808,959,304
Equity - Exchange:
32.0% Cash:
18.9% Municipal Bonds:
14.4% U.S. Government/Agency:
16.1% Corporate - Investment Grade:
18.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,035,076,133 | 32.0% |
| Cash | $611,341,841 | 18.9% |
| Municipal Bonds | $465,784,260 | 14.4% |
| U.S. Government/Agency | $520,772,679 | 16.1% |
| Corporate - Investment Grade | $601,638,003 | 18.6% |
| Total | $3,234,612,916 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE PATHWAY BEACON | ZENITH VECTOR | UMFW8D3FE | NSA | 1.26% | $113,549,094 |
| RIDGE OPTIMA HORIZON | QUANTUM MATRIX | 1F2TQCBSV | UZV | 11.92% | $3,729,929 |
| OPTIMA QUANTUM | CATALYST VITAL | F8OETPE69 | OFJ | 10.53% | $35,684,718 |
| VECTOR CATALYST TIMBER | HORIZON FOUNDATION | 16VEXV8MJ | ZSQKV | 0.79% | $82,600,642 |
| OAK HARBOR | MOMENTUM TIMBER | SLA57FVVB | HBJ | 7.34% | $80,417,901 |
| INSIGHT EMBER | ALPHA INSIGHT | JK5DN146N | SSOKW | 3.27% | $11,713,002 |
| FOCUS MATRIX ATLAS | VECTOR HORIZON | JRBQACE56 | IEJ | 10.63% | $86,756,186 |
| VECTOR BRIDGE FOCUS | HORIZON CATALYST | V3VXBIQ85 | NVULC | 10.47% | $69,930,873 |