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OLDFIELD PARTNERS LLP

LONDON, United Kingdom · CRD 140556 · IAPD ↗ · oldfieldpartners.com · 44 20 7259 1000

$1.70BRegulatory AUM
8Advisory reps
16Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

20
July 2025 — OLDFIELD PARTNERS LLP reported RAUM down 35% ($2.36B -> $1.52B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
25
July 2025 — OLDFIELD PARTNERS LLP shrank from 12 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.