Oldfield Partners LLP

RIASEC RegisteredEst. 2011
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$169M
Accounts
9
Employees
16
Advisory reps
10

Firm details

Headquarters
London,
CRD number
140556
Registered since
January 14, 2011
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans81.79%
  • Pooled Investment Vehicles14.07%
  • Charitable Organizations4.14%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Oldfield Partners LLP is an independent, LLP-structured investment adviser that registers with the SEC and focuses on institutional clients. The firm functions as a capital allocator and serves both pooled investment vehicles and institutional or business mandates, acting at times as sponsor, general partner, or managing member of funds it manages. Fees are charged as a percentage of assets under management. Oldfield identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Christopher Driver

    Christopher Driver

    COO & PartnerCRD 6195322

Contacts

3 of 9
  • Harry Fraser

    Harry Fraser

    Partner, Portfolio ManagerCRD 7257226

  • Richard Oldfield

    Richard Oldfield

    PartnerCRD 5155403

  • Richard Garstang

    Richard Garstang

    Partner, Portfolio ManagerCRD 6195324

Unlock 6 more contacts

Wealth teams

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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

London, null

Location

London, null

Headquartered in London, null.

Address
134 Buckingham Palace Road
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth