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Chad Andrew Goldberg

Marshfield Associates

Washington, DC

CRD 5636288

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Employer firm

Marshfield Associates CRD 150614

$8.12B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Marshfield Associates

1330 Connecticut Ave Nw Suite 400, Washington, DC 20036 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-05-09
MD RA APPROVED 2022-05-09
DC RA APPROVED 2010-11-30
  • LA RA
    APPROVED
    Since 2022-05-09
  • MD RA
    APPROVED
    Since 2022-05-09
  • DC RA
    APPROVED
    Since 2010-11-30

Branch Locations

1330 Connecticut Ave Nw Suite 400, Washington, DC 20036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Marshfield Associates Inc Washington DC 05/2009 Present
  • 05/2009 → Present
    Marshfield Associates Inc
    Washington, DC
Previous Registrations
  • 2009-05-20 → 2009-07-16
    Marshfield Associates
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-25
  • S65 Uniform Investment Adviser Law Examination
    2009-02-25
Other Names
  • Chad Goldberg

View on SEC IAPD

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