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 |
|---|---|---|---|---|
| REGENT STREET CO-INVESTMENT FUND 2018-5, LLC | Private Equity Fund | $76.2M | 128 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CO-INVESTMENT FUND 2018-5, LLC | Private Equity Fund | $76.2M | 128 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PARTNERS FUND 2023, LLC | Private Equity Fund | $73.9M | 200 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PARTNERS FUND 2023, LLC | Private Equity Fund | $73.9M | 200 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PARTNERS FUND 2023, LLC | Private Equity Fund | $73.9M | 200 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A 2018-1, LLC | Hedge Fund | $64.9M | 71 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A 2018-1, LLC | Hedge Fund | $64.9M | 71 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A 2018-1, LLC | Hedge Fund | $64.9M | 71 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PARTNERS FUND 2022, LLC | Private Equity Fund | $64M | 178 | KATZ, SAPPER & MILLER LLP |
| BERKSHIRE HEDGED EQUITY SEG 2021-1, LLC | Hedge Fund | $63.9M | 109 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET MIDDLE MARKET BUYOUT FUND J 2020-1, LLC | Private Equity Fund | $63.1M | 80 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET MIDDLE MARKET BUYOUT FUND J 2020-1, LLC | Private Equity Fund | $63.1M | 80 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET MIDDLE MARKET BUYOUT FUND J 2020-1, LLC | Private Equity Fund | $63.1M | 80 | KATZ, SAPPER & MILLER LLP |
| BERKSHIRE HEDGED EQUITY SEG 2021-1, LLC | Hedge Fund | $61.5M | 98 | KATZ, SAPPER & MILLER LLP |
| BERKSHIRE HEDGED EQUITY SEG 2021-1, LLC | Hedge Fund | $61.5M | 98 | KATZ, SAPPER & MILLER LLP |
| BERKSHIRE HEDGED EQUITY SEG 2021-1, LLC | Hedge Fund | $61.5M | 98 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A 2018-1, LLC | Hedge Fund | $60.1M | 79 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET MIDDLE MARKET BUYOUT FUND C 2020-3, LLC | Private Equity Fund | $58.1M | 98 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET MIDDLE MARKET BUYOUT FUND J 2020-1, LLC | Private Equity Fund | $57M | 80 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET MIDDLE MARKET BUYOUT FUND C 2020-3, LLC | Private Equity Fund | $50.9M | 98 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET MIDDLE MARKET BUYOUT FUND C 2020-3, LLC | Private Equity Fund | $50.9M | 98 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET MIDDLE MARKET BUYOUT FUND C 2020-3, LLC | Private Equity Fund | $50.9M | 98 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CO-INVESTMENT FUND 2023-1, LLC | Private Equity Fund | $50M | 197 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CO-INVESTMENT FUND 2023-1, LLC | Private Equity Fund | $50M | 197 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CO-INVESTMENT FUND 2023-1, LLC | Private Equity Fund | $50M | 197 | KATZ, SAPPER & MILLER LLP |
TypePrivate Equity Fund
GAV$76.2M
Investors128
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$76.2M
Investors128
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$73.9M
Investors200
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$73.9M
Investors200
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$73.9M
Investors200
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$64.9M
Investors71
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$64.9M
Investors71
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$64.9M
Investors71
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$64M
Investors178
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$63.9M
Investors109
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$63.1M
Investors80
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$63.1M
Investors80
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$63.1M
Investors80
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$61.5M
Investors98
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$61.5M
Investors98
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$61.5M
Investors98
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$60.1M
Investors79
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$58.1M
Investors98
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$57M
Investors80
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$50.9M
Investors98
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$50.9M
Investors98
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$50.9M
Investors98
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$50M
Investors197
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$50M
Investors197
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$50M
Investors197
AuditorKATZ, SAPPER & MILLER LLP