|
⚲
|
| Oxford Finance Advisors LLC
✚
|
|
|---|---|
| CRD # | 304433 |
| SEC # | 801-126145 |
| CIK # | |
| AUM | $1.2 BB (2024-03-22) |
| Employees | 80 (95% Investors, 0% Brokers) |
| Phone | 703-519-4900 |
| Address | 115 South Union Street Alexandria, VA 22314 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Oxford Finance Credit Fund III LP | [2022-06-22] | 350.0 | 673.3 |
| HF | Oxford Finance Credit Fund II LP | [2022-06-22] | 0.0 | 349.3 |
| HF | Oxford Finance Credit Fund I LP | 2019-06-17 | 211.9 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 3 | 1,234.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 1,234.5 |
| By Discretionary | ||
| Discretionary | 3 | 1,234.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 1,234.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 673.3 | |
| United States Persons | 561.2 | |
| Total | 3 | 1,234.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Leanne Golding | 83 | ||
| Robert Duggan | 22 | ||
| Oxford Finance Advisors LLC | 2 | ||
| Oxford Finance LLC | 1 | ||
| Healthcare Credit Fund III GP | 1 | ||
| Oxford Finance Credit II GP LLC | 1 |
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