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 is listed as an SEC-registered adviser with registration dating to 2012. The firm is owned by an individual and is categorized in the source data as "unclassified." The public profile provided to the database is sparse: the firm does not identify client types, fee schedules, advisory activities, or affiliations in the available materials. Several registry flags in the snapshot are negative: the firm is not flagged as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not marked as a pension consultant, and is not identified as a related adviser. Those entries suggest limited public reporting of expanded service lines or multi-jurisdictional adviser activity.

Assets & Accounts

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

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Recent M&A activity

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Recent filings

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Awards

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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