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| Oxbow Advisors LLC
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|---|---|
| CRD # | 156393 |
| SEC # | 801-72387 |
| CIK # | 0001564770 |
| AUM | $1.9 BB (2024-07-19) |
| Employees | 12 (75% Investors, 42% Brokers) |
| Phone | 512-386-1088 |
| Address | 500 West 5th Street, Suite 1205 Austin, TX 78701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 42.4 | ||
| EPD | 54,009.8 | 39.9 | |
| MSFT | 1,918,222.4 | 35.7 | |
| AAPL | 2,382,844.0 | 25.0 | |
| GOOG | 1,482,566.4 | 25.0 | |
| MPLX | 29,802.2 | 17.1 | |
| RGLD | 7,239.3 | 14.0 | |
| PAGP | 2,056.9 | 12.5 | |
| MA | 309,583.1 | 12.1 | |
| ADBE | 172,760.2 | 12.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 167.4 |
| (b) Individuals (high net worth individuals) | 290 | 1,382.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 11.8 |
| (h) Charitable organizations | 8 | 54.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 41 | 331.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,527 | 1,948.1 |
| By Discretionary | ||
| Discretionary | 1,527 | 1,948.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,527 | 1,948.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,948.1 | |
| Total | 1,527 | 1,948.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001564770] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Legacy Wealth Management Inc
✚
|
VA | 2.1 |
|
Embree Financial Group
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|
IL | 2.0 |
|
Educator's Financial Services Inc
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MN | 2.0 |
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Stonebridge Capital Advisors LLC
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MN | 2.0 |
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Mitchell McLeod Pugh & Williams Inc
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AL | 2.0 |
|
Brokers International Financial Services LLC
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IA | 2.0 |
|
CFO4Life Group LLC
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|
TX | 1.9 |
|
American Century Investments Private Client Group Inc
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|
MO | 1.9 |
|
Hilltop Securities Inc
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|
TX | 1.9 |
|
Tower Bridge Advisors Inc
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PA | 1.9 |