OXFORD FINANCIAL GROUP, LTD. LLC
Legal name: OXFORD FINANCIAL GROUP, LTD
CRD #105303 SEC #801-20692 CARMEL, IN 317-843-5678
SEC Registered Private Funds
Total AUM
$19.7B
Discretionary
$9B
Employees
154
Clients
251
Accounts
6,467
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| SAVILE ROW DIVERSIFIER STRATEGIES FUND, LLC | Hedge Fund | $852.4M | 320 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW DIVERSIFIER STRATEGIES FUND, LLC | Hedge Fund | $852.4M | 320 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW DIVERSIFIER STRATEGIES FUND, LLC | Hedge Fund | $852.4M | 320 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW DIVERSIFIER STRATEGIES FUND, LLC | Hedge Fund | $638.7M | 287 | BDO USA, LLP |
| POLY-WOOD MAYFAIR, LLC | Private Equity Fund | $570.7M | 121 | KATZ, SAPPER & MILLER LLP |
| BERKSHIRE LONG/SHORT STRATEGIES FUND, LLC | Hedge Fund | $293.1M | 256 | KATZ, SAPPER & MILLER LLP |
| BERKSHIRE LONG/SHORT STRATEGIES FUND, LLC | Hedge Fund | $293.1M | 256 | KATZ, SAPPER & MILLER LLP |
| BERKSHIRE LONG/SHORT STRATEGIES FUND, LLC | Hedge Fund | $293.1M | 256 | KATZ, SAPPER & MILLER LLP |
| BERKSHIRE LONG/SHORT STRATEGIES FUND, LLC | Hedge Fund | $210.1M | 247 | KATZ, SAPPER & MILLER LLP |
| IDW MAYFAIR, INC. | Private Equity Fund | $197.1M | 98 | CROWE LLP |
| BASELINE FITNESS MAYFAIR, LLC | Private Equity Fund | $145.6M | 216 | KATZ, SAPPER & MILLER LLP |
| BASELINE FITNESS MAYFAIR, LLC | Private Equity Fund | $145.6M | 216 | KATZ, SAPPER & MILLER LLP |
| BASELINE FITNESS MAYFAIR, LLC | Private Equity Fund | $145.6M | 216 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CO-INVESTMENT FUND II 2021-1, LLC | Private Equity Fund | $131.3M | 164 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CO-INVESTMENT FUND II 2021-1, LLC | Private Equity Fund | $131.3M | 164 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CO-INVESTMENT FUND II 2021-1, LLC | Private Equity Fund | $131.3M | 164 | KATZ, SAPPER & MILLER LLP |
| IDW MAYFAIR, INC. | Private Equity Fund | $130.3M | 98 | CROWE LLP |
| IDW MAYFAIR, INC. | Private Equity Fund | $130.3M | 98 | CROWE LLP |
| IDW MAYFAIR, INC. | Private Equity Fund | $130.3M | 98 | CROWE LLP |
| REGENT STREET CO-INVESTMENT FUND II 2021-1, LLC | Private Equity Fund | $114.7M | 165 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PARTNERS FUND 2022, LLC | Private Equity Fund | $98.6M | 177 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PARTNERS FUND 2022, LLC | Private Equity Fund | $98.6M | 177 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PARTNERS FUND 2022, LLC | Private Equity Fund | $98.6M | 177 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CO-INVESTMENT FUND 2018-5, LLC | Private Equity Fund | $91.6M | 128 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CO-INVESTMENT FUND 2018-5, LLC | Private Equity Fund | $76.2M | 128 | KATZ, SAPPER & MILLER LLP |
TypeHedge Fund
GAV$852.4M
Investors320
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$852.4M
Investors320
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$852.4M
Investors320
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$638.7M
Investors287
AuditorBDO USA, LLP
Fund NamePOLY-WOOD MAYFAIR, LLC
TypePrivate Equity Fund
GAV$570.7M
Investors121
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$293.1M
Investors256
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$293.1M
Investors256
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$293.1M
Investors256
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$210.1M
Investors247
AuditorKATZ, SAPPER & MILLER LLP
Fund NameBASELINE FITNESS MAYFAIR, LLC
TypePrivate Equity Fund
GAV$145.6M
Investors216
AuditorKATZ, SAPPER & MILLER LLP
Fund NameBASELINE FITNESS MAYFAIR, LLC
TypePrivate Equity Fund
GAV$145.6M
Investors216
AuditorKATZ, SAPPER & MILLER LLP
Fund NameBASELINE FITNESS MAYFAIR, LLC
TypePrivate Equity Fund
GAV$145.6M
Investors216
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$131.3M
Investors164
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$131.3M
Investors164
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$131.3M
Investors164
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$114.7M
Investors165
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$98.6M
Investors177
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$98.6M
Investors177
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$98.6M
Investors177
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$91.6M
Investors128
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$76.2M
Investors128
AuditorKATZ, SAPPER & MILLER LLP