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 $13.1 BB (43% Disc, 100% US, 2020-08-19)
Employees 113 (25% Investors, 0% Brokers)
Phone317-843-5678
Address11711 North Meridian Street
Carmel, IN 46032
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
151296301999200620132021
Sector Form 13F Holdings Cap ($MM) Value ($MM)
ISRG 51,420.0 73.9
LLY 122,580.0 30.8
AAPL 674,750.0 8.8
DPZ 10,320.0 8.5
ONB 2,710.0 6.6
IBCA 6.3
CORT 1,550.0 5.9
BRKA 4.7
CSTL 4.5
JPM 324,630.0 3.7
View All
Holdings by Sector ($MM)
70056042028014002016201720192021
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE Regent Street Healthcare Fund R 2019-3 LLC [2020-04-28] 41.1 19.4
RE Regent Street Real Estate Fund S 2019-1 LLC [2020-04-28] 17.1 0.1
PE Regent Street Secondary Fund G 2019-2 LLC [2020-04-28] 48.0 20.1
HF Savile Row Opportunistic Credit Fund BP 2019-1 LLC [2020-04-28] 2.8 21.7
PE IDW Mayfair Inc [2019-03-27] 86.5 0.0
PE Regent Street Appraisal Rights Fund V 2017-2 LLC [2019-03-27] 37.8 8.0
PE Regent Street Co-Investment Fund 2018-5 LLC [2019-03-27] 33.3 23.8
PE Regent Street Direct Lending Fund BT 2018-3 LLC [2019-03-27] 6.7 6.1
PE Regent Street Middle Market Buyout Fund G 2018-2 LLC [2019-03-27] 34.3 20.7
PE Regent Street Power Fund O 2018-4 LLC [2019-03-27] 31.5 6.8
View All
Form D Directors # Filings # Firms 2011 - 2021
Michael Rosen 17
Tim Dean 46
Lisa Walker 32
Mark Green 19
Financial Group Ltd Oxford 12
Oxford Financial Group Ltd 11
Group Ltd Oxford Financial 7
Jeffrey Thomasson 3
Leo Wills 2
Nathan Linder 2
EDGAR Form CIK 2011 - 2021
13F-HR [0001245862]
Comparable Firms State AUM ($BB)
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NY 17.9
Tiedemann Advisors LLC
NY 17.3
Luther King Capital Management Corporation
TX 17.2
Offit Capital Advisors LLC
NY 13.9
EJF Capital LLC
VA 13.5
Ehrenkranz Partners LP
NY 13.4
Boylston Advisors LP
MA 7.8
MAI Capital Management LLC
OH 7.2
Gresham Partners LLC
IL 7.1
Homrich & Berg Inc
GA 7.0
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