Oxenfree Capital LLC
● SEC registered since 2023CRD 327105SEC# 801-128275Melbourne, FL
Reg. AUM
$249.8M
Employees
8
Accounts
1,983
Location
Melbourne, FL
Oxenfree Capital LLC assets under management
Oxenfree Capital LLC is an investment advisory firm registered with the SEC based in Melbourne, FL. The firm has been registered since 2023. It reports $249.8 million in regulatory assets under management and employs 8 people.
Oxenfree Capital LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Xerxes Phillips Control | President | Over 75% | 2023 |
| Luke Jonathan Bunch Control | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Oxenfree Capital LLC manage?
Oxenfree Capital LLC reports $249.8 million in regulatory assets under management on its Form ADV.
How many employees does Oxenfree Capital LLC have?
Oxenfree Capital LLC reports 8 employees.
Where is Oxenfree Capital LLC located?
Oxenfree Capital LLC is based in Melbourne, FL and has been SEC-registered since 2023.
Does Oxenfree Capital LLC disclose fund performance?
Oxenfree Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1900 S. Harbor City Blvd., Ste. 111, Melbourne, FL 32901-4725 |
| Phone | 321-722-7882 |
| Fax | 321-622-2224 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2009781 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$249.8M▲ 48%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$249.8Mregulatory AUM
Discretionary $202.5MNon-discretionary $47.3M