| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Savile Row Diversifier Strategies Fund, LLC | Hedge | $852.4M | $150K |
| Berkshire Long/Short Strategies Fund, LLC | Hedge | $293.1M | $150K |
| Baseline Fitness Mayfair, LLC | Private Equity | $145.6M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian D Copsey Control | Chief Financial Officer | Under 5% | 2024 |
| Charles Richard Davis Control | Corporate Director | Under 5% | 2007 |
| Daniel Joseph Ford Control | Corporate Director | Under 5% | 2023 |
Oxford Financial Group, Ltd. LLC reports $19.7 billion in regulatory assets under management on its Form ADV.
Oxford Financial Group, Ltd. LLC manages 46 private funds with combined gross assets of $2.8 billion.
Oxford Financial Group, Ltd. LLC reports 154 employees.
Oxford Financial Group, Ltd. LLC is based in Carmel, IN and has been SEC-registered since 1984.
Oxford Financial Group, Ltd. LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11711 North Meridian Street, Suite 600, Carmel, IN 46032 |
| Phone | 317-843-5678 |
| Fax | 317-843-5679 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1245862 |
| Discloses disciplinary history | No |
| Discretionary | $9.01B |
| Non-discretionary | $10.64B |
| Total (RAUM) | $19.65B |