$30.6M Total AUM
$30.6M Disc. AUM
5.0% 3Y CAGR
1 Employees
18 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OakHarbor
- Established Date
- 05-03-2021
- Office Locations
- 1
Office Locations
-- Setauket NY
About OLD Field Advisors LLC
Old Field Advisors LLC is a Setauket, NY–based advisory firm offering financial planning with optional discretionary investment management for retail and institutional clients. Portfolios primarily use publicly offered funds (mutual funds and ETFs) with an asset-allocation and fixed-income orientation, and the practice custodies with Charles Schwab. Owner-led boutique with a single advisor.
Team overview
67 AVG AGE
$30.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
5yrs Firm Age
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Asset Classes
Beacon pathway Catalyst atlas
Custodian
Fusion Glacier
Investment Themes
Vertex Value Pathway Alpha pioneer Prime zenith Crest Zenith quantum
Investment Vehicles
Vital
Platform
Zenith
Services
Radial Signal matrix Value capital Capital beacon Eagle prime Foundation Meridian
Technology
Beacon Unison
Owner & Executives
G
GIGI TURBOW MARX
Associate, Chief Compliance Officer, Chief Executive Officer, PRINCIPAL
- CRD
- #1256206
- Ownership
- 75% or more
(967) 486-5233
foundation.ember@foundationcapital.com
in linkedin.com/in/delta-alpha
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,627,004 | $502,082 |
| Non-Discretionary | $0 | -- |
| Total | $30,627,004 | $502,082 |
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Separately Managed Accounts
Total SMA Asset: $30,627,004
Public Funds:
29.5% U.S. Government/Agency:
23.1% Cash:
36.3% Equity - Exchange:
11.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,343,067,326 | 29.5% |
| U.S. Government/Agency | $1,051,690,008 | 23.1% |
| Cash | $1,652,655,727 | 36.3% |
| Equity - Exchange | $505,357,537 | 11.1% |
| Total | $4,552,770,598 | 100.0% |