Oxford Financial Group Ltd

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Assets, Funds, Holdings

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CAFR Data
Oxford Financial Group Ltd
CRD #105303
SEC #801-20692
CIK #1245862
AUM $11.0 BB (35% Disc, 100% US)
Employees153 (18% Investors, 0% Brokers)
Phone317-843-5678
Address11711 North Meridian Street
Carmel, IN 46032
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
151296302000200620132020
Sector Holding Cap ($MM) Value ($MM)
MTUM53.0
FNDX42.8
VWO28.8
VT22.0
IWN21.5
IVV18.9
ANGL14.9
VTI14.7
TIP12.7
GNR11.1
View All
Holdings by Sector ($)
0.30.20.20.10.10.02017201820192020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Regent Street Co-Investment Fund 2018-5 LLC [2018-12-13] 33.3 4.2
PE Regent Street Direct Lending Fund BT 2018-3 LLC [2018-12-12] 6.7 3.8
PE Regent Street Power Fund O 2018-4 LLC [2018-12-12] 6.7 0.1
HF Savile Row Tax Advantaged Absolute Return Fund A 2018-1 LLC [2018-10-09] 47.4 7.7
PE Regent Street Middle Market Buyout Fund G 2018-2 LLC [2018-06-05] 34.3 13.4
PE IDW Mayfair Inc [2018-05-03] 86.5 72.7
PE Regent Street Appraisal Rights Fund V 2017-2 LLC [2018-01-02] 37.8 8.0
PE Regent Street Growth Equity Fund K 2017-1 LLC [2017-08-31] 46.4 17.2
Other Regent Street Energy Opportunities Q-II 2017-1 LLC [2017-07-26] 22.7 9.5
HF Savile Row Life Settlements Fund V 2017-1 LLC [2017-07-12] 83.0 72.7
View All
Fund Directors # Filings # Firms 2011 - 2020
Michael Rosen 8 3
Tim Dean 28 1
Lisa Walker 18 1
Mark Green 9 1
Financial Group Ltd Oxford 8 1
Oxford Financial Group Ltd 5 1
Group Ltd Oxford Financial 2 1
Nathan Linder 1 1
Leo Wills 1 1
Jeffrey Thomasson 1 1
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