Oxford Financial Group Ltd
Oxford Financial Group Ltd is a private equity company based in Carmel, IN. They operate 1 private fund and have approximately $13.34 billion in total assets under management (AUM). You can view more information on Oxford Financial Group Ltd including private fund info, contact info, top management and executives, website, email addresses, and more below:
Contact Details for Oxford Financial Group Ltd
Oxford Financial Group, Ltd
11711 N Meridian Street
Suite 600
Carmel, IN 46032
United States
Phone: 317-843-5678
Fax: 317-843-5679
Website: http://www.ofgltd.com
Overview of Oxford Financial Group Ltd
Org. Type: Corporation
Registration Country: United States
0
SEC#: 801-20692
Org#: 105303
Legal Issues: No legal issues reported
Company Type: Private Equity
Pooled Investments: Up to 10 percent
Private Funds Managed(1): Poly Wood Mayfair Llc
Ownership/Leadership of Oxford Financial Group Ltd
| Jeffrey Hugh Thomasson | Chief Executive Officer, Chairman Of The Board, And Class A & B Shareholder |
| Jeffery Hal Stroman | Chief Investment Officer And Member Senior Management |
| Timothy Maurice Dean | Chief Financial Officer, Corporate Director, Class B Shareholder And Member Senior Management |
| Charles Richard Davis | Corporate Director And Class B Shareholder |
| Sue A. Mcmillen | Chief Talent Officer, Member Senior Management, And Class B Shareholder |
| Lisa Ann Walker | Chief Operations & Risk Officer, Chair Senior Management, And Class B Shareholder |
| Robert Mead Twitchell | Corporate Director And Class B Shareholder |
| Brendan Gr O’Sullivan-Hale | Corporate Director And Class B Shareholder |
Oxford Financial Group Ltd Key Stats and Charts
Discretionary AUM: $2.49 billion
Rank: 132 out of 1975 private equity companies
Total AUM: $13.34 billion
Rank: 30 out of 1975 private equity companies
# of Accounts: 8885
Rank: 2 out of 1975 private equity companies
Average Account Size: 1501805.113
Rank: 862 out of 1975 private equity companies
# of Employees: 150
Rank: 43 out of 1975 private equity companies
# of Private Funds: 1
Rank: 1437 out of 1975 private equity companies
Looking for a list of hedge funds and private equity in IN? Download the IN Hedge Fund / PE List
