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| Oxbow Advisors LLC
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| CRD # | 156393 |
| SEC # | 801-72387 |
| CIK # | 0001564770 |
| AUM | $2.1 B (2025-07-16) |
| Employees | 13 (77% Investors, 46% Brokers) |
| Phone | 512-386-1088 |
| Address | 200 West 6th Street Austin, TX 78701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001564770 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 59.0 | ||
| Enterprise Products Partners L P | 41.6 | ||
| Microsoft Corp | 41.1 | ||
| Apple Inc | 27.0 | ||
| Alphabet Inc | 25.2 | ||
| MPLX LP | 20.7 | ||
| Agnico Eagle Mines Ltd | 20.4 | ||
| Moodys Corp /DE/ | 16.2 | ||
| Royal Gold Inc | 15.3 | ||
| Conocophillips | 14.8 | ||
| Mastercard Inc | 13.4 | ||
| VISA Inc | 13.4 | ||
| Pan American Silver Corp | 12.8 | ||
| Chevron Corp | 12.0 | ||
| Exxon Mobil Corp | 9.8 | ||
| Adobe Systems Inc | 8.9 | ||
| Energy Transfer Equity LP | 8.9 | ||
| ServiceNow Inc | 8.9 | ||
| Unilever PLC | 8.3 | ||
| UGI Corp /PA/ | 8.2 | ||
| APA Corp | 7.9 | ||
| McDonalds Corp | 7.4 | ||
| ResMed Inc | 7.0 | ||
| New Gold Inc /FI | 7.0 | ||
| Matador Resources Co | 6.8 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 0.2 |
| (b) Individuals (high net worth individuals) | 314 | 1.5 |
| (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 | 0.0 |
| (h) Charitable organizations | 9 | 0.1 |
| (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 | 45 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,625 | 2.1 |
| By Discretionary | ||
| Discretionary | 1,625 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,625 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 1,625 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001564770] |
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|---|---|---|
|
Westfuller Advisors LLC
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|
NY | 2.1 |
|
Ellevest Inc
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NY | 2.1 |
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JB Capital LLC
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CT | 2.1 |
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First Citizens Investor Services Inc
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NC | 2.1 |
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Vestor Capital LLC
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IL | 2.1 |
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Hub Investment Advisors Inc
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NE | 2.1 |
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Verus Capital Partners LLC
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AZ | 2.1 |
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Howe and Rusling Inc
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|
NY | 2.0 |
|
The Forum Finance Group Sa
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|
2.0 | |
|
Smith Anglin Financial LLC
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|
TX | 2.0 |