Oldfield Capital Group LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
159498
Registered since
August 8, 2012

Firm profile

FINTRX

Overview

Oldfield Capital Group LLC is a limited liability company that registered with the SEC in 2012. The firm is owned by an individual and is classified in available records as "Unclassified." The record flags indicate it is not designated as a multi-state adviser, is not identified as an active ESG investor, and is not listed as a pension consultant or related adviser. The firm has not provided descriptive detail about its advisory services, client focus, fee model, or investment approach in the source data. Because those elements are not disclosed, there is no public indication of target client segments, portfolio construction preferences, or whether the firm engages in family office services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Hasnain Naveed

    FinOpCRD 7004810

  • Hisham Sobhy

    Registered RepresentativeCRD 2610768

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
330 7th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth