Oxford Financial Group, Ltd. LLC
● SEC registered since 1984CRD 105303SEC# 801-20692Carmel, IN
Ranks #504 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$23.33B
Fund GAV
$3.4B
Private funds
48
Employees
156
Accounts
6,593
Location
Carmel, IN
Oxford Financial Group, Ltd. LLC assets under management
Oxford Financial Group, Ltd. LLC is a registered investment adviser overseen by the SEC based in Carmel, IN. The firm has been registered since 1984. It reports $23.3 billion in regulatory assets under management and employs 156 people. Oxford Financial Group, Ltd. LLC manages 48 private funds with combined gross assets of $3.4 billion, including Savile Row Diversifier Strategies Fund, LLC. By regulatory assets, it ranks 504 of 6,004 private fund managers.
Oxford Financial Group, Ltd. LLC private funds
48 funds · $3.4B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Savile Row Diversifier Strategies Fund, LLC | Hedge | $1.1B | $150K |
| Berkshire Long/Short Strategies Fund, LLC | Hedge | $346.8M | $150K |
| Baseline Fitness Mayfair, LLC | Private Equity | $217.4M | $250K |
| Regent Street Co-Investment Fund II 2021-1, LLC | Private Equity | $150.4M | $150K |
| Regent Street Partners Fund 2022, LLC | Private Equity | $142.3M | $150K |
| Idw Mayfair, Inc. | Private Equity | $141.3M | $313K |
| Regent Street Co-Investment Fund 2023-1, LLC | Private Equity | $104.1M | $150K |
| Regent Street Partners Fund 2023, LLC | Private Equity | $95.4M | $150K |
| Savile Row Tax Advantaged Absolute Return Fund a 2018-1, LLC | Hedge | $69.5M | $150K |
| Regent Street Co-Investment Fund 2018-5, LLC | Private Equity | $69.2M | $150K |
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Join to unlock · $37/moOxford Financial Group, Ltd. LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandra Neff Control | Chief Marketing Officer | Under 5% | 2025 |
| Brian D Copsey Control | Chief Financial Officer | Under 5% | 2024 |
| Charles Richard Davis Control | Corporate Director | Under 5% | 2007 |
| Charles Rush Carter Control | Corporate Director | Under 5% | 2026 |
| Daniel Joseph Ford Control | Corporate Director | Under 5% | 2023 |
| Jared Andrew Nishida Control | Corporate Director | Under 5% | 2025 |
| Jarret D. Blum Control | Chief Development Officer | Under 5% | 2024 |
| Jeffrey Hugh Thomasson Control | Chief Executive Officer, Chairman Of The Board | Under 5% | 1984 |
| Kristina R Baron Control | Co-Managing Partner, Corporate Director | Under 5% | 2018 |
| Melissa Breeze Krumm Control | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Oxford Financial Group, Ltd. LLC manage?
Oxford Financial Group, Ltd. LLC reports $23.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Oxford Financial Group, Ltd. LLC manage?
Oxford Financial Group, Ltd. LLC manages 48 private funds with combined gross assets of $3.4 billion.
How many employees does Oxford Financial Group, Ltd. LLC have?
Oxford Financial Group, Ltd. LLC reports 156 employees.
Where is Oxford Financial Group, Ltd. LLC located?
Oxford Financial Group, Ltd. LLC is based in Carmel, IN and has been SEC-registered since 1984.
Does Oxford Financial Group, Ltd. LLC disclose fund performance?
Oxford Financial Group, Ltd. LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11711 North Meridian Street, Suite 600, Carmel, IN 46032 |
| Phone | 317-843-5678 |
| Fax | 317-843-5679 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1245862 |
| Discloses disciplinary history | No |
Regulatory AUM
$23.33B▲ 28%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
AUM vs fund managersTop 8%
Larger than 92% of 6,004 private-fund managers
Number of fundsTop 4%
More funds than 96% of fund managers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$23.33Bregulatory AUM
Discretionary $11.54BNon-discretionary $11.79B
Fund type mix
Private Equity34
Hedge7
Other Private4
Real Estate3