ASHFIELD CAPITAL PARTNERS (CRD# 142580) is an SEC-Registered Investment Advisor (RIA), headquartered in San Francisco, CA. The SEC approved the firm to operate as an RIA in Jan 2007. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $1.0 Billion, and has discretion over 98% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 5% .  
ASHFIELD CAPITAL PARTNERS also reported in Mar 2018:
  • 11 employees, with 5 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ASHFIELD CAPITAL PARTNERS has no disclosure events reported to the SEC at this time.

View ASHFIELD CAPITAL PARTNERS's most recent Form ADV filing

ASHFIELD CAPITAL PARTNERS has Notice Filings with the following State Securities Authorities: AZ-Feb 2007, CA-Jan 2007, CO-Feb 2007, CT-Feb 2007, FL-Feb 2007 , ID-Feb 2007, IL-Mar 2007, MA-Feb 2007, MD-Feb 2007, MT-Feb 2007 , NJ-Feb 2007, NV-Feb 2007, NY-Feb 2007, OH-Feb 2007, OR-Feb 2007 , SC-Mar 2018, TX-Feb 2007, UT-Feb 2007, VA-Feb 2007, WA-Feb 2007 , WY-Dec 2017

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact with questions or concerns.