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OLDFIELD PARTNERS LLP
CRD 140556File 801-72023
APPROVED
Custody
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.70B
Top 25% of cohort (national)
Discretionary AUM
$1.70B
Clients
7
8 accounts
Employees
16
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 14, 2011
- Principal office
- 134 BUCKINGHAM PALACE ROAD, LONDON, SW1W 9SA
- Phone
- 44 20 7259 1000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.70B
- Discretionary AUM
- $1.70B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $243.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $190.1M |
| Pension and profit sharing plans | Fewer than 5 | $1.51B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | AUM | $1,524,757,843 | $1,702,048,687 | increased by$177,290,844 |
| Jul 1, 2026 | Accounts | 9 | 8 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 24 | 16 | decreased by8 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 12 | 7 | decreased by5 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $2,355,842,048 | $1,524,757,843 | decreased by$831,084,205 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 14 | 9 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 24 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,515,492,097 | $2,355,842,048 | decreased by$1,159,650,049 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 14 | increased by1 |
| Jul 1, 2022 | Employees | 24 | 22 | decreased by2 |
| Jul 1, 2022 | AUM | $4,046,590,161 | $3,515,492,097 | decreased by$531,098,064 |
| Jun 1, 2021 | Employees | 25 | 24 | decreased by1 |
| Jun 1, 2021 | Clients | 14 | 12 | decreased by2 |
| Jun 1, 2021 | AUM | $3,231,446,860 | $4,046,590,161 | increased by$815,143,301 |
| Jun 1, 2021 | Accounts | 15 | 13 | decreased by2 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OLDFIELD PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OLDFIELD PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.