Oldfield Capital Group LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
159498
Registered since
August 8, 2012

Firm profile

FINTRX

Overview

Oldfield Capital Group LLC is organized as a limited liability company and has been SEC-registered since 2012. The firm is owned by an individual and is classified in the source data as "Unclassified." Public disclosures about the firm's business model, advisory services, fee schedule, or client segments are minimal. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not described as a capital allocator or pension consultant in the available records. Several typical profile fields — including investment activity, advisory activities, and affiliations — were left blank in the data provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Hasnain Naveed

    FinOpCRD 7004810

  • Hisham Sobhy

    Registered RepresentativeCRD 2610768

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
330 7th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth