Ashfield Capital Partners is an investment advisor in San Francisco with $1.86 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
205650986
SEC advisor number
801-67426
FINRA CRD number
142580
AUM ?
$1.86 bn
(as of 2 Dec 22)
Accounts
640
(as of 2 Dec 22)
Employees
12
(6 investment advisory or research)
Address
Ashfield Capital Partners
801 MONTGOMERY ST., SUITE 200
SAN FRANCISCO
CA 94133
801 MONTGOMERY ST., SUITE 200
SAN FRANCISCO
CA 94133
Phone
415-391-4747
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21
13F-HR
Quarterly holdings report by institutional manager
9 Aug 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21
13F-HR
Quarterly holdings report by institutional manager
2 Feb 21
13F-HR
Quarterly holdings report by institutional manager
3 Nov 20
13F-HR
Quarterly holdings report by institutional manager
5 Aug 20