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Oxenfree Capital LLC

● SEC registered since 2023CRD 327105SEC# 801-128275Melbourne, FL
Export (members)
Reg. AUM
$168.4M
Employees
8
Accounts
1,513
Location
Melbourne, FL

Oxenfree Capital LLC assets under management

Oxenfree Capital LLC is an investment advisory firm registered with the SEC based in Melbourne, FL. The firm has been registered since 2023. It reports $168.4 million in regulatory assets under management and employs 8 people.
www.facebook.com/oxenfreefinancialView on SEC.gov ↗

Oxenfree Capital LLC owners & executives

2 reported
NameTitleOwnershipSince
James Xerxes Phillips ControlPresidentOver 75%2023
Luke Jonathan Bunch ControlChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Oxenfree Capital LLC manage?

Oxenfree Capital LLC reports $168.4 million in regulatory assets under management on its Form ADV.

How many employees does Oxenfree Capital LLC have?

Oxenfree Capital LLC reports 8 employees.

Where is Oxenfree Capital LLC located?

Oxenfree Capital LLC is based in Melbourne, FL and has been SEC-registered since 2023.

Does Oxenfree Capital LLC disclose fund performance?

Oxenfree Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1900 S. Harbor City Blvd., Ste. 111, Melbourne, FL 32901-4725
Phone321-722-7882
Fax321-622-2224
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK2009781
Discloses disciplinary historyYes

Assets under management

Discretionary$142.1M
Non-discretionary$26.3M
Total (RAUM)$168.4M