DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
O••••••• P••••••• L••
Latest filing Jun 29, 2026
First filing on the tape Mar 28, 2012 · 39 filings
SEC status approved since Jan 14, 2011
RAUM
$1.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
16
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$1.7B as of Jun 29, 2026
Jun 26, 2012$5.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 29, 2026
Jun 4, 20130 then
Employees (5.A)16 as of Jun 29, 2026
Jun 4, 201321 then
Private funds4 as of Jun 29, 2026
Jun 26, 201210 then
RAUM -28% over the last fiscal year-21% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 29, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $213MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 89%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -35%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$1.5B89%
- Pooled investment vehicles$190M11%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.11 institutional_share=0.89 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
15 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•••••••• G••••• E••••• F••• | Other Private Fund | $520M | 49 | Mar 28, 2012 |
| D••••••••• E••••••• M•••••• F•••• L•• | Other Private Fund | $150M | 14 | Mar 28, 2012 |
| B••••••• W•••• E••••••• F••• L••no longer reported | Other Private Fund | $68.3M | 41 | Mar 28, 2012 |
| O•••••••• E••••••• M•••••• E••••• F••• | Other Private Fund | $44.4M | 34 | Mar 28, 2012 |
| D••••••••• I••••••••• A•• C•• S••••• F••• L•• | Other Private Fund | $44.1M | 2 | Mar 14, 2017 |
| O•••••••• U•••• G••••• S•••••• C•••••••• F••• | Other Private Fund | $36.8M | 48 | Feb 12, 2019 |
| D••••••••• E••••••• M•••••• E• C•••• F•••• L•• | Other Private Fund | $29.2M | 2 | Jul 26, 2022 |
| O•••••••• G••••• E• U••• E••••• F••• | Other Private Fund | $25.5M | 13 | Mar 28, 2012 |
| O•••••••• S•••••• C•••••••• F•••no longer reported | Other Private Fund | $20.4M | 37 | Mar 28, 2012 |
| O•••••••• E••••••• E••••• F•••no longer reported | Other Private Fund | $12.8M | 26 | Mar 28, 2012 |
| O•••••••• U•••• E••• E••••• F••• | Other Private Fund | $12.1M | 13 | Feb 12, 2019 |
| O•••••••• U•••• J••••••• E••••• F•••no longer reported | Other Private Fund | $11.2M | 13 | Feb 12, 2019 |
| O•••••••• O••••••••• M•••• F•••no longer reported | Other Private Fund | $9.9M | 8 | Mar 28, 2012 |
| O•••••••• J••••••• E••••• F•••no longer reported | Other Private Fund | $8.6M | 11 | Mar 28, 2012 |
| D••••••••• G••••• F•••• L•• | Other Private Fund | $3.3M | 4 | Mar 28, 2012 |
Owners and control persons
Schedule A and B, latest filing
- D•••••• C••••••••• G•••• · L•••••• Partnercontrolsince 09/2023 · owns less than 5%
- D•••••• C••••••••• · L•••••• Partner, Chief Operating Officercontrolsince 12/2012 · owns less than 5%
- F•••••• H••••• E••••• · L•••••• Partnercontrolsince 08/2019 · owns less than 5%
- G•••••••• R••••••• S•••••• · L•••••• Partnercontrolsince 12/2012 · owns less than 5%
- G••••••• A••••• · L•••••• Partnercontrolsince 03/2013 · owns 5% to 10%
- L••••••• J••••• A••••• · L•••••• Partnercontrolsince 01/2024 · owns less than 5%
- M•••••• J•••••• C••••• L••••• · L•••••• Partnercontrolsince 08/2015 · owns less than 5%
- M••••••• J•••• G••••• · L•••••• Partner, Chief Compliance Officer, Chief Financial Officercontrolsince 04/2011 · owns less than 5%
- O•••••••• R••••••• J••• · L•••••• Partner, Designated Membercontrolsince 03/2005 · owns 50% to 75%
- T•••••• T•••••• R•••••• · L•••••• Partnercontrolsince 06/2008 · owns 5% to 10%
- T••••••••• E•••••• T••••• A••••• · L•••••• Partnercontrolsince 04/2016 · owns less than 5%
- W•••••• N••••• O•••• S•• C•••• · Managing Partner, Chief Investment Officer, Chief Executive Officercontrolsince 03/2005 · owns 5% to 10%
- Z•••• S•••••• J•••• · L•••••• Partnercontrolsince 08/2019 · owns less than 5%
- O•••••••• R••••••• J••• · Shareholdercontrolsince 12/2004 · owns 25% to 50% of O••••••• • C• •••••••• L••••••
Entity owners
- O••••••• • C• •••••••• L•••••• · L•••••• Partner, Designated Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- O••••••• P••••••• U•• L••pooled vehicle sponsory
- O•••••••• C•• M••••••••• L••••••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- employee count dropChange between filings · filing Mar 11, 2026employees (Item 5.A) moved from 24.0 to 16.0 (-33.0%) between the annual amendments of 2024-06-27 and 2026-03-11; the peer median change was 0.0% (55 comparable advisers, 0.0th percentile of changes)peers: institutional managers, $1B to $5B (55) · 0.0% percentile
- institutional asset share shiftChange between filings · filing Mar 11, 2026institutional share of RAUM moved from 61.0% to 86.0% between the annual amendments of 2024-06-27 and 2026-03-11peers: institutional managers, $1B to $5B (121)
- RAUM down 25 %Change between filings · filing Mar 11, 2026RAUM (Item 5.F) moved from $2,355,842,048 to $1,524,757,843 (-35.0%) between the annual amendments of 2024-06-27 and 2026-03-11; the peer median change was +15.0% (105 comparable advisers, 6.0th percentile of changes)peers: institutional managers, $1B to $5B (105) · 5.8% percentile
What changed
consecutive filings, newest first
- Accounts · 9 to 8Mar 11, 2026 to Jun 29, 2026
- Private funds · 5 to 4Mar 11, 2026 to Jun 29, 2026
- Discretionary RAUM · $1.5B to $1.7BMar 11, 2026 to Jun 29, 2026
- Pension RAUM · $1.2B to $1.5BMar 11, 2026 to Jun 29, 2026
- Pooled vehicle RAUM · $215M to $190MMar 11, 2026 to Jun 29, 2026
- RAUM · $1.5B to $1.7BMar 11, 2026 to Jun 29, 2026
- Accounts · 14 to 9Jun 27, 2024 to Jun 25, 2025
- Advisory employees · 12 to 8Jun 27, 2024 to Jun 25, 2025
- Advisory activities · 3 to 2Jun 27, 2024 to Jun 25, 2025
- Pension plan clients · 2.0 to unsetJun 27, 2024 to Jun 25, 2025
- Pooled vehicle clients · 9 to 7Jun 27, 2024 to Jun 25, 2025
- Employees · 24 to 16Jun 27, 2024 to Jun 25, 2025
- Financial planning clients · unset to Jun 27, 2024 to Jun 25, 2025
- HQ state · unset to Jun 27, 2024 to Jun 25, 2025
- Private funds · 8 to 5Jun 27, 2024 to Jun 25, 2025
- Discretionary RAUM · $2.4B to $1.5BJun 27, 2024 to Jun 25, 2025
- Pension RAUM · $1.1B to $1.2BJun 27, 2024 to Jun 25, 2025
- Pooled vehicle RAUM · $891M to $215MJun 27, 2024 to Jun 25, 2025
- RAUM · $2.4B to $1.5BJun 27, 2024 to Jun 25, 2025
- Accounts · 18 to 14Jun 27, 2023 to Jun 27, 2024
- Pension plan clients · 4 to 2Jun 27, 2023 to Jun 27, 2024
- Pooled vehicle clients · 11 to 9Jun 27, 2023 to Jun 27, 2024
- Private funds · 9 to 8Jun 27, 2023 to Jun 27, 2024
- Discretionary RAUM · $2.9B to $2.4BJun 27, 2023 to Jun 27, 2024
- Pension RAUM · $1.6B to $1.1BJun 27, 2023 to Jun 27, 2024
- Pooled vehicle RAUM · $908M to $891MJun 27, 2023 to Jun 27, 2024
- RAUM · $2.9B to $2.4BJun 27, 2023 to Jun 27, 2024
- Accounts · 13 to 18Jul 26, 2022 to Jun 27, 2023
- Advisory employees · 10 to 12Jul 26, 2022 to Jun 27, 2023
- Pooled vehicle clients · 7 to 11Jul 26, 2022 to Jun 27, 2023
- Employees · 22 to 24Jul 26, 2022 to Jun 27, 2023
- Discretionary RAUM · $3.5B to $2.9BJul 26, 2022 to Jun 27, 2023
- Pension RAUM · $1.8B to $1.6BJul 26, 2022 to Jun 27, 2023
- Pooled vehicle RAUM · $1.6B to $908MJul 26, 2022 to Jun 27, 2023
- RAUM · $3.5B to $2.9BJul 26, 2022 to Jun 27, 2023
- Private funds · 8 to 9Jun 15, 2022 to Jul 26, 2022
- Advisory employees · 12 to 10Jan 25, 2022 to Jun 7, 2022
- Employees · 24 to 22Jan 25, 2022 to Jun 7, 2022
- Discretionary RAUM · $4.0B to $3.5BJan 25, 2022 to Jun 7, 2022
- Pension RAUM · $2.0B to $1.8BJan 25, 2022 to Jun 7, 2022
Signals
11 dated events
- O••••••• P••••••• L•• reported RAUM $1.5B, down 35% from $2.4B (2024-06-27 to 2025-06-25)Jun 25, 2025 · RAUM change · derived
- Grace Charlotte Dicker (Limited Partner) appeared on Schedule A of O••••••• P••••••• L••Jun 27, 2024 · Control person joined · fact
- Andrew James Lindsay (Limited Partner) appeared on Schedule A of O••••••• P••••••• L••Jun 27, 2024 · Control person joined · fact
- Fraser David Jones (Partner) no longer on Schedule A of O••••••• P••••••• L•• (listed 2022-01-25, absent 2022-06-07)Jun 7, 2022 · Control person left · inference
- O••••••• P••••••• L•• reported RAUM $4.0B, up 25% from $3.2B (2020-07-16 to 2021-05-19)May 19, 2021 · RAUM change · derived
- Jamie Carter (Partner, Chief Executive Officer) no longer on Schedule A of O••••••• P••••••• L•• (listed 2020-06-01, absent 2020-07-16)Jul 16, 2020 · Control person left · inference
- Claus Anthon (Partner) no longer on Schedule A of O••••••• P••••••• L•• (listed 2019-07-05, absent 2020-06-01)Jun 1, 2020 · Control person left · inference
- Niels Robert White (Partner) no longer on Schedule A of O••••••• P••••••• L•• (listed 2019-07-05, absent 2020-06-01)Jun 1, 2020 · Control person left · inference
- Edward Harry Fraser (Partner) appeared on Schedule A of O••••••• P••••••• L••Jun 1, 2020 · Control person joined · fact
- James Samuel Ziff (Partner) appeared on Schedule A of O••••••• P••••••• L••Jun 1, 2020 · Control person joined · fact
- Cherie Louise Juliet Marber (Partner) appeared on Schedule A of O••••••• P••••••• L••Jun 1, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- uk.linkedin.com/company/oldfield-partners-llpreportedpublic record, Form ADV, Sep 19, 2026
- Website
- O•••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 44 20 7259 1000reportedpublic record, Form ADV, Jun 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026