Oxford Financial Group Ltd

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Assets, Funds, Holdings

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Oxford Financial Group Ltd
CRD #105303
SEC #801-20692
CIK #0001245862
AUM$11.6 BB
Employees150
Phone317-843-5678
Address11711 North Meridian Street Suite 600
Carmel, IN 46032
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
FNDX 36.3
MTUM 20.6
VT 17.7
IVV 17.5
ANGL 12.1
VTI 10.7
IWD 5.0
IWB 4.9
SPY 3.1
EFA 2.6
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Holdings by Sector ($BB)
Private Fund Fund Form D AUM ($MM)
Regent Street Growth Equity Fund K 2017-1 LLC PE 2017-08-31external 7.0
Savile ROW Energy Opportunities Q-II 2017-1 LLC Other 2017-07-26external 4.9
Savile ROW Life Settlements Fund V 2017-1 LLC HF 2017-07-12external 49.9
Savile ROW Financials Hedged Equity Institutional Fund M 2016-2 LLC HF 2017-01-09external 15.3
Savile ROW Financials Hedged Equity Fund M 2016-2 LLC HF 2017-01-09external 52.7
Savile ROW Opportunistic Real Estate Fund H 2016-1 LLC RE 2016-12-19external 12.0
Savile ROW Specialty Finance Fund VP 2016-1 LLC PE 2016-12-01external 33.4
Regent Street Special Situations Fund S 2016-2 LLC Other 2016-11-22external 16.0
Regent Street Secondary Institutional Fund RV 2016-1 LLC PE 2016-06-30external 7.1
Regent Street Secondary Fund RV 2016-1 LLC PE 2016-06-30external 29.0
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