Old Field Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 134519
- Registered since
- August 23, 2021
- Website
- oldfieldadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI92.08%
- Charitable Organizations6.8%
- Individuals1.11%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Old Field Advisors LLC is an independent, individually owned registered investment adviser that began SEC registration in 2021. The firm serves a small roster of individual and family clients with a fee model built on hourly and fixed-fee engagements rather than percentage-based billing. Core advisory services are financial planning, portfolio management for individuals and small businesses, and selection of other advisers — the latter reflecting a willingness to act as a capital allocator and outsource specialist mandates when appropriate. Investment policy tilts to publicly available pooled vehicles while incorporating third‑party alternative managers where they see value. The firm identifies itself as an active ESG investor, which influences manager selection and public-fund positioning. Given the emphasis on selection of other advisers and external managers, Old Field Advisors typically structures alternative exposure through outside fund managers rather than running large in‑house private-market programs.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- US Government Bonds10%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Gigi Turbow Marx
FounderCRD 1256206
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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