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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 80 9.59%
of those in investment advisory functions 76 11.76%
Registration SEC, Approved, 07/22/2022
Other registrations (5)
Former registrations

OXFORD FINANCE ADVISORS, LLC

AUM* 1,599,771,331 60.69%
of that, discretionary 1,599,771,331 60.69%
Private Fund GAV* 1,599,771,330 29.59%
Avg Account Size 399,942,833 20.52%
SMA’s No
Private Funds 3
Contact Info 703 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
996M 853M 711M 569M 427M 284M 142M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$1,599,771,330

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Brochure Summary