Ashfield Capital Partners, LLC is a large advisory firm based in San Francisco. It manages $967.34 million of regulatory assets for 596 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, California, Colorado, and 14 other states.
Ashfield Capital Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and portfolio management for wrap fee programs. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ashfield Capital Partners, LLC is $967.34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -66% since the beginning of its operation, and $39.34 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ashfield Capital Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Ashfield Capital Partners is high net worth individuals with 293 clients and $712.04 million of assets under management. Among the 11 most similar advisory firms, Ashfield Capital Partners has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $960.69 million for 592 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Ashfield Capital Partners doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ashfield Capital Partners, LLC performs its advisory services is located at 801 Montgomery Street, San Francisco, CA 94133, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-391-4747 or by fax 415-391-1234. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at ashfield.com.