Oxbow Holdings, Inc.
● SEC registered since 2026CRD 339061SEC# 801-135143Charlemont, MA
Reg. AUM
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Employees
2
Accounts
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Location
Charlemont, MA
About Oxbow Holdings
Oxbow Holdings is associated with Eggz, a consumer investing app that makes building wealth feel simple through curated funds and gifting-oriented accounts. It offers low-friction investing for retirement saving, everyday money growth, and meaningful gift contributions.
Summary based on the firm’s website.
Oxbow Holdings, Inc. assets under management
Oxbow Holdings, Inc. is an investment advisory firm registered with the SEC based in Charlemont, MA. The firm has been registered since 2026. It employs 2 people.
Oxbow Holdings, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Raymond Palmeri Control | Managing Member And Ceo | Over 75% | 2024 |
| Michael Stein Control | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How many employees does Oxbow Holdings, Inc. have?
Oxbow Holdings, Inc. reports 2 employees.
Where is Oxbow Holdings, Inc. located?
Oxbow Holdings, Inc. is based in Charlemont, MA and has been SEC-registered since 2026.
Does Oxbow Holdings, Inc. disclose fund performance?
Oxbow Holdings, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 East Oxbow Road, Charlemont, MA 01370 |
| Phone | 413-625-6356 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 86%
More than 14% of 16,799 advisers