|
⚲
|
| Old Field Advisors LLC
✚
|
|
|---|---|
| CRD # | 134519 |
| SEC # | 801-122133 |
| CIK # | |
| AUM | $30.6 M (2026-03-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 631-751-7230 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.3 |
| (b) Individuals (high net worth individuals) | 10 | 28.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 61 | 30.6 |
| By Discretionary | ||
| Discretionary | 61 | 30.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 61 | 30.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 30.6 | |
| Total | 61 | 30.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mutual of Omaha Investor Services Inc
✚
|
NE | 0.0 |
|
American Financial Management Ltd
✚
|
MD | 0.0 |
|
First Step Wealth Planning LLC
✚
|
0.0 | |
|
Brave New Wealth LLC
✚
|
CA | 0.0 |
|
MCA Cross Border Advisors Inc
✚
|
0.0 | |
|
Zero Day Capital Enterprises LLC
✚
|
0.0 | |
|
Eastside Financial Advisors LLC
✚
|
0.0 | |
|
Quillu Inc
✚
|
CA | 0.0 |
|
Seneca Private Wealth LLC
✚
|
CA | 0.0 |
|
Emstone Advisers LLC
✚
|
PA | 0.0 |