← Tributary

OLD MUTUAL CUSTOMISED SOLUTIONS (PTY) LIMITED

PINELANDS, South Africa · CRD 148959 · IAPD ↗ · oldmutual.co.za · +27 21 509 5022

$229.5MRegulatory AUM
4Advisory reps
6Employees
40Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

30
April 2025 — OLD MUTUAL CUSTOMISED SOLUTIONS (PTY) LIMITED (PINELANDS, South Africa) left the SEC roster (was $229.5M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
15
April 2024 — OLD MUTUAL CUSTOMISED SOLUTIONS (PTY) LIMITED reported RAUM down 65% ($656.6M -> $229.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
20
April 2024 — OLD MUTUAL CUSTOMISED SOLUTIONS (PTY) LIMITED shrank from 18 to 4 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.