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Grassi & Co
RoleFund Auditor
Rank#230 by total fund AUM
Funds113
Fund AUM9.0 B
Cumulative Funds
1209672482402010201520202026
Fund Firm Onset AUM
Coastal Real Estate Fund IV LLC Coastal Investment Company LLC 2022 2.5 M
Regent Street Private Equity Secondary P LLC Oxford Financial Group Ltd LLC 2014 1.8 M
Coastal Mill Green QC Fund IX LLC Coastal Investment Company LLC 2025 1.5 M
Regent Street Secondary Institutional Fund RV 2016-1 LLC Oxford Financial Group Ltd LLC 2017 1.3 M
Regent Street Direct Lending Fund BT 2018-3 LLC Oxford Financial Group Ltd LLC 2019 1.3 M
Regent Street Specialty Finance Fund VP 2016-1 LLC Oxford Financial Group Ltd LLC 2017 1.2 M
Coastal Real Estate Fund I LLC Coastal Investment Company LLC 2022 1.1 M
Coastal Growth Fund V LLC Coastal Investment Company LLC 2025 0.8 M
Regent Street Special Situations Fund S 2016-2 LLC Oxford Financial Group Ltd LLC 2017 0.6 M
Excalibur Partners Baldwin Wealth Partners LLC 2012 0.1 M
Regent Street Partners Fund 2026 LLC Oxford Financial Group Ltd LLC 2026
Regent Street Co-Investment Fund 2025 LLC Oxford Financial Group Ltd LLC 2026
Exeter Partnership 2024 LLC Oxford Financial Group Ltd LLC 2025
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