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| Oxinas Partners LLC
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|
|---|---|
| CRD # | 297462 |
| SEC # | 801-113877 |
| CIK # | |
| AUM | $235.1 MM (2023-03-22) |
| Employees | 11 (73% Investors, 27% Brokers) |
| Phone | 812-725-8649 |
| Address | 607 North Shore Drive Jeffersonville, IN 47130 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 598 | 109.7 |
| (b) Individuals (high net worth individuals) | 75 | 100.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 19.2 |
| (h) Charitable organizations | 0 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,675 | 235.1 |
| By Discretionary | ||
| Discretionary | 1,617 | 227.1 |
| Non-Discretionary | 58 | 8.1 |
| Total | 1,675 | 235.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.1 | |
| Total | 1,675 | 235.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Jackson Creek Investment Advisors LLC
✚
|
CO | 0.2 |
|
Brady Family Wealth LLC
✚
|
MO | 0.2 |
|
Silver Grove Financial Group Inc
✚
|
NY | 0.2 |
|
1776 Wealth LLC
✚
|
GA | 0.2 |
|
Skybound Wealth Management USA LLC
✚
|
FL | 0.2 |
|
Hancock Whitney Investment Services Inc
✚
|
LA | 0.2 |
|
Scala Capital LLC
✚
|
FL | 0.2 |
|
Carolina Wealth Advisors LLC
✚
|
SC | 0.2 |
|
HFG Advisors Inc
✚
|
OH | 0.2 |
|
Skyline Advisors Inc
✚
|
WA | 0.2 |