Ashfield Capital Partners LLC

Full Contact Details

Ashfield Capital Partners LLC

801 MONTGOMERY STREET, SUITE 200, SAN FRANCISCO, CA

415-391-4747

415-391-1234

Other Info

Ashfield Capital Partners LLC is legally known as ASHFIELD CAPITAL PARTNERS, LLC. It is a DE Limited Liability Company. This firm has 11 employees, of which 6 are employees in advisory roles. It serves 32 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 4, 2007.

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Direct Owners

ACO PARTNERS LLC
100% CLASS A INTERESTS IN ASHFIELD CAPITAL PARTNERS, LLC owns 75% or more
ADRIAN RICHARD FADRHONC
CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER owns less than 5%
BRIGHTSPHERE INC.
100% CLASS B INTERESTS IN ASHFIELD CAPITAL PARTNERS, LLC/SOLE MEMBER OF BRIGHTSPHERE AFFILIATE HOLDINGS LLC owns 75% or more
JAMES STEPHEN LAUCK
CHAIRMAN, CIO AND PORTFOLIO MANAGER owns less than 5%
PETER ANTHONY JOHNSON
CEO & PORTFOLIO MANAGER owns less than 5%

Indirect Owners

BRIGHTSPHERE INVESTMENT GROUP INC.
SHAREHOLDER OF BRIGHTSPHERE INC. owns 75% or more
BRIGHTSPHERE INVESTMENT GROUP PLC
SHAREHOLDER OF BRIGHTSPHERE INVESTMENT GROUP INC. owns 75% or more

Firms Located Nearby

All Firms Located Nearby

Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Jul 29, 2019

Apple Inc $47,684k
ALIGN TECHNOLOGY INC $24,704k
DISNEY WALT CO $20,968k
Amazon.com Inc $20,680k
Chevron Corp $17,881k
INTEL CORP $17,785k
HOME DEPOT INC $16,940k
ADOBE INC $15,755k
Alphabet Inc $15,446k
CISCO SYSTEMS INC $15,087k

All Holdings of the Ashfield Capital Partners LLC