Marketfield Asset Management LLC (New York)


Marketfield Asset Management LLC is a large advisory firm based in New York. It manages $441 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New York.

Marketfield Asset Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marketfield Asset Management: assets under management

The assets under management (AUM) of Marketfield Asset Management LLC is $441 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7250% since the beginning of its operation, and $83 million of the total AUM is attributable to clients outside of the United States.

The firm manages $441 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $220.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Marketfield Asset Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Michael David Shaoul serves?

The only and largest group of clients of Michael David Shaoul is investment companies with 2 clients and $441 million of assets under management. Among the 9 most similar advisory firms, Marketfield Asset Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $441 million for 2 clients. 15% of the firm’s clients are foreign persons or businesses.

Marketfield Asset Management doesn't advise any private funds.

Careers at Marketfield Asset Management LLC

The company employs 10 people that are either part- or full-time employees. 30 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Michael David Shaoul has been acting as President since 1 Oct 2006. Deepak Fatehchand Tejwaney joined the executive team most recently as the Chief Financial Officer And Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Incorporated Oscar Gruss & Son Corporation 1 Oct 2006 75% - 100% 2091
Michael David Shaoul President 1 Oct 2006 Other 2827216
Jonathan Scott Stammelman Chief financial officer 1 Oct 2006 Other 4525427
Paul Becker Chief compliance officer 1 Oct 2006 Other 16393
Michael Charles Aronstein Ceo/chief compliance officer 1 May 2007 Other 866464
Michael David Shaoul President/ceo 1 Jun 2007 Other 2827216
Michael Charles Aronstein President/chief compliance officer 1 Jun 2007 Other 866464
Kathryn Payne Beller Chief compliance officer 1 Oct 2008 Other 5072413
Michael Charles Aronstein President and portfolio manager 1 Aug 2012 Other 866464
Michael David Shaoul Chairman and chief executive officer 1 Aug 2012 Other 2827216
Allan David Kiser Chief compliance officer and director of operations 1 Aug 2012 Other 1925290
Laura Ellen Anreder Member 1 Aug 2012 Other 1325698
Myles David Gillespie Member 1 Aug 2012 Other 1212503
David Charles Johnson Member 1 Aug 2012 Other 1299261
Andrew Bart Lyss Member 1 Aug 2012 Other 1160984
Yizhaq Panturin Member 1 Aug 2012 Other 4036663
Charles Henry Whitman Member 1 Aug 2012 Other 1411972
Deepak Fatehchand Tejwaney Chief financial officer 1 Oct 2012 Other 4527755
Mark Neil Klein Chief legal officer 1 Jan 2014 Other 6198669
Mark Neil Klein Chief legal officer and chief compliance officer 1 Apr 2015 Other 6198669
Tamara Robertson Chief operating officer 1 Apr 2015 Other 4970316
Tamara Robertson Chief compliance officer 1 Sep 2017 Other 4970316
Deepak Fatehchand Tejwaney Chief financial officer and chief compliance officer 1 Jul 2019 Other 4527755

Based in New York

The principal office where Marketfield Asset Management LLC performs its advisory services is located at 510 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Bluffton, SC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-514-2350 or by fax 212-514-2351. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at marketfield.com/.