OLDE WORLD INVESTMENTS

OLDE WORLD INVESTMENTS is an SEC-registered investment adviser (CRD 329714). Regulatory assets under management: $175K.

Registration

• CRD: 329714
• Type: Registered investment adviser
• Phone: 707-204-8379
• Latest filing: 2026-01-20
• Regulatory AUM: $175K
• Discretionary AUM: $175K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329714 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search