Insights

Target Audience Small to mid-size investment management firm with 11-50 employees and a focus on corporate retirement plans, public funds, and endowments presents a potential client for outsourced investment operations, compliance, and client services outsourcing.

Strategic Growth Longstanding independent firm (since 1973) with employee ownership and collaborative culture signals openness to partner-driven growth initiatives, advisory services expansion, and tech-enabled platform enhancements.

Tech Footprint Exposure to a modern tech stack including web, CMS, database, and security tools suggests opportunity to offer cybersecurity auditing, data integration, cloud optimization, or vendor risk management services.

Regulatory Focus Multiple leadership hires in quality and compliance across UK and global roles indicate emphasis on governance, controls, and regulatory readiness—upsell on compliance program consulting and training.

Market Positioning Portfolio services across institutional and individual segments, plus affiliation with UDG Healthcare, points to cross-sell possibilities in healthcare philanthropy, endowment management, and multi-asset advisory services leveraging the firm’s client base.

Similar companies to Ashfield Capital Partners, LLC

Ashfield Capital Partners, LLC Tech Stack

Ashfield Capital Partners, LLC uses 8 technology products and services including Amazon Web Services, Amazon CloudFront, Orchard CMS, and more. Explore Ashfield Capital Partners, LLC's tech stack below.

Media & News

Ashfield Capital Partners, LLC's Email Address Formats

Ashfield Capital Partners, LLC uses at least 1 email format:
Ashfield Capital Partners, LLC Email FormatsExamplePercentage
FLast@ashfield.comJDoe@ashfield.com
100%

Frequently Asked Questions

What is Ashfield Capital Partners, LLC's phone number?

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You can contact Ashfield Capital Partners, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ashfield Capital Partners, LLC's official website and social media links?

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Ashfield Capital Partners, LLC's official website is ashfield.com and has social profiles on LinkedIn.

How much revenue does Ashfield Capital Partners, LLC generate?

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As of July 2026, Ashfield Capital Partners, LLC's annual revenue is estimated to be $1M - $10M.

What is Ashfield Capital Partners, LLC's NAICS code?

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Ashfield Capital Partners, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Ashfield Capital Partners, LLC have currently?

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As of July 2026, Ashfield Capital Partners, LLC has approximately 15 employees across 3 continents, including North America, Asia and Europe. Key team members include Chief Executive Officer: P. D., Head Trader: A. D. and Computer Operator: Z. N. Explore Ashfield Capital Partners, LLC's employee directory with LeadIQ.

What industry does Ashfield Capital Partners, LLC belong to?

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Ashfield Capital Partners, LLC operates in the Investment Management industry.

What technology does Ashfield Capital Partners, LLC use?

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Ashfield Capital Partners, LLC's tech stack includes Amazon Web Services, Amazon CloudFront, Orchard CMS, WordPress, Mimecast, Font Awesome, Google Cloud and WP Engine.

What is Ashfield Capital Partners, LLC's email format?

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Ashfield Capital Partners, LLC's email format typically follows the pattern of FLast@ashfield.com. Find more Ashfield Capital Partners, LLC email formats with LeadIQ.

When was Ashfield Capital Partners, LLC founded?

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Ashfield Capital Partners, LLC was founded in 1973.
Ashfield Capital Partners, LLC logo

Ashfield Capital Partners, LLC

Investment ManagementCalifornia, United States11-50 Employees

Ashfield Capital Partners, LLC is an investment management firm based in San Francisco, California. Established to serve a broad range of clients, it offers platform-based investment management solutions for corporate retirement plans, public funds, multi-employer pension plans, endowments, foundations, mutual funds, separately managed accounts, wrap programs, and individual investors. The firm emphasizes accessibility and support, aiming to assist clients facing real-life financial challenges by providing ongoing guidance and responsive service through a cooperative, employee-owned culture. Its approach reflects a focus on long-term stewardship and collaboration among professionals to maintain an entrepreneurial environment.

The company positions itself within the investment management industry as a provider of comprehensive, multi-client solutions, serving diverse institutional and private market segments. Recent activity indicates the firm's engagement in client-focused developments and leadership appointments across its advisory and compliance functions, underscoring a commitment to governance and quality as it supports clients navigating changes in their financial landscapes.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1973
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Ashfield Capital Partners, LLC's revenue is estimated to be in the range of $1M - $10M

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