Oldfield Partners Llp
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 7
- Avg AUM / client
- $243M
- Accounts
- 8
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $190M | 11.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.5B | 88.8% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $862M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Overstone Global Equity Fund | Other Private Fund | Ireland | $520M | 49 |
| Doddington Emerging Markets Fund, Llc | Other Private Fund | Delaware | $150M | 14 |
| Overstone Emerging Markets Equity Fund | Other Private Fund | Ireland | $44.4M | 34 |
| Doddington International All Cap Select Fund Llc | Other Private Fund | Delaware | $44.1M | 2 |
| Overstone Ucits Global Smaller Companies Fund | Other Private Fund | Ireland | $36.8M | 48 |
| Doddington Emerging Markets Ex China Fund, Llc | Other Private Fund | Delaware | $29.2M | 2 |
| Overstone Global Ex U.S. Equity Fund | Other Private Fund | Ireland | $25.5M | 13 |
| Overstone Ucits Eafe Equity Fund | Other Private Fund | Ireland | $12.1M | 13 |
People (13)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Oldfield, Richard, John | Limited Partner, Designated Member | Dec 2004 (22y) | 50% – 75% | |
| Waller, Nigel, Owen, St. Clair | Managing Partner, Chief Investment Officer, Chief Executive Officer | Mar 2005 (21y) | 5% – 10% | |
| Taylor, Thomas, Richard | Limited Partner | Jun 2008 (18y) | 5% – 10% | |
| Mcewing, John, Gerard | Limited Partner, Chief Compliance Officer, Chief Financial Officer | Apr 2011 (15y) | Less than 5% | |
| Driver, Christopher | Limited Partner, Chief Operating Officer | Dec 2012 (14y) | Less than 5% | |
| Garstang, Richard, Stephen | Limited Partner | Dec 2012 (14y) | Less than 5% | |
| Goodwin, Andrew | Limited Partner | Mar 2013 (13y) | 5% – 10% | |
| Marber, Juliet, Cherie Louise | Limited Partner | Aug 2015 (11y) | Less than 5% | |
| Troughton, Edward, Thomas Albert | Limited Partner | Apr 2016 (10y) | Less than 5% | |
| Fraser, Harry, Edward | Limited Partner | Aug 2019 (7y) | Less than 5% | |
| Ziff, Samuel, James | Limited Partner | Aug 2019 (7y) | Less than 5% | |
| Dicker, Charlotte, Grace | Limited Partner | Sep 2023 (3y) | Less than 5% | |
| Lindsay, James, Andrew | Limited Partner | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oldfield & Co (London), Limited | Limited Partner, Designated Member | Mar 2005 | A | 10% – 25% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (8, $862M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Overstone Global Equity Fund | Other Private Fund | $520M | $112K | 49 |
| Doddington Emerging Markets Fund, Llc | Other Private Fund | $150M | $3.0M | 14 |
| Overstone Emerging Markets Equity Fund | Other Private Fund | $44.4M | $112K | 34 |
| Doddington International All Cap Select Fund Llc | Other Private Fund | $44.1M | $3.0M | 2 |
| Overstone Ucits Global Smaller Companies Fund | Other Private Fund | $36.8M | $10.0K | 48 |
| Doddington Emerging Markets Ex China Fund, Llc | Other Private Fund | $29.2M | $3.0M | 2 |
| Overstone Global Ex U.S. Equity Fund | Other Private Fund | $25.5M | $112K | 13 |
| Overstone Ucits Eafe Equity Fund | Other Private Fund | $12.1M | $10.0K | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.77 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $1.5B (89% of AUM) Jun 2026
- State Street $748M (18% of AUM) Jan 2022
- BNY Mellon $325M (11% of AUM) Jun 2023
- J.P. Morgan $228M (10% of AUM) Jun 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗