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Middlemarch Capital LLC (Kentfield)


Middlemarch Capital LLC is an adviser based in Kentfield. It manages $25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

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Middlemarch Capital provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Middlemarch Capital: assets under management

The assets under management (AUM) of Middlemarch Capital LLC is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Middlemarch Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kentfield

The principal office where Middlemarch Capital LLC performs its advisory services is located at 385 Woodland Avenue, Kentfield, CA 94904 The mailing address of the firm is 49 Creek View Circle, Larkspur, CA 94939. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-464-1301 or by fax 415-464-9227. The normal business hours are 7a-3p pacific time on Monday - Friday. You can find more information about the New York firm at www.fivecp.com.


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