Ashfield Capital Partners LLC

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Assets, Funds, Holdings

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CAFR Data
Ashfield Capital Partners LLC
CRD #142580
SEC #801-67426
CIK #1398103
AUM $1.2 BB (100% Disc, 96% US, 2020-03-26)
Employees12 (58% Investors, 0% Brokers)
Phone415-391-4747
Address801 Montgomery Street
San Francisco, CA 94133
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02005201020152021
Sector Issuer Cap ($MM) Value ($MM)
AAPL 1,372,810.0 37.7
MSFT 1,376,930.0 33.6
V 411,370.0 19.7
ALGN 19,530.0 18.8
INTC 263,950.0 17.3
AMZN 1,207,970.0 16.0
CVX 174,190.0 15.8
UNH 279,670.0 15.6
GOOG 967,290.0 14.5
JNJ 381,110.0 13.9
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Holdings by Sector ($)
1.61.31.00.60.30.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Ashfield All-Cap Global Growth Fund LP [2014-08-22] 2.3 2.1
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Fund Directors # Filings # Firms 2011 - 2020
Gregory Jones 4 2
Peter Johnson 2 2
Claudia Owen 1 1
J Stephen Lauck 1 1
Ashfield Capital Partners LLC 1 1
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MOAB Capital Partners LLC
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Twin Capital Management Inc
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Nicholas Investment Partners LP
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Optima Fund Management LLC
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Paradigm Capital Management Inc
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Schwerin Boyle Capital Management Inc
MA 1.2
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