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 GROWTH EQUITY FUND K 2017-1, LLC | Private Equity Fund | $49.4M | 109 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET GROWTH EQUITY FUND K 2017-1, LLC | Private Equity Fund | $49.4M | 109 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET GROWTH EQUITY FUND K 2017-1, LLC | Private Equity Fund | $49.4M | 109 | KATZ, SAPPER & MILLER LLP |
| TILE REDI MAYFAIR, LLC | Private Equity Fund | $49.3M | 204 | KATZ, SAPPER & MILLER LLP |
| TILE REDI MAYFAIR, LLC | Private Equity Fund | $49.3M | 204 | KATZ, SAPPER & MILLER LLP |
| TILE REDI MAYFAIR, LLC | Private Equity Fund | $49.3M | 204 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET DISTRESSED FUND M 2020-2, LLC | Other Private Fund | $47.9M | 100 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET GROWTH EQUITY FUND K 2017-1, LLC | Private Equity Fund | $47.7M | 109 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW GLOBAL MACRO FUND C 2021-2, LLC | Hedge Fund | $46.7M | 42 | KATZ, SAPPER, & MILLER LLP |
| SAVILE ROW GLOBAL MACRO FUND C 2021-2, LLC | Hedge Fund | $46.7M | 42 | KATZ, SAPPER, & MILLER LLP |
| SAVILE ROW GLOBAL MACRO FUND C 2021-2, LLC | Hedge Fund | $46.7M | 42 | KATZ, SAPPER, & MILLER LLP |
| REGENT STREET DISTRESSED FUND M 2020-2, LLC | Other Private Fund | $46.3M | 100 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET DISTRESSED FUND M 2020-2, LLC | Other Private Fund | $46.3M | 100 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET DISTRESSED FUND M 2020-2, LLC | Other Private Fund | $46.3M | 100 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CONSUMER BUYOUT FUND M 2021-2, LLC | Private Equity Fund | $45.9M | 74 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CONSUMER BUYOUT FUND M 2021-2, LLC | Private Equity Fund | $45.9M | 74 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CONSUMER BUYOUT FUND M 2021-2, LLC | Private Equity Fund | $45.9M | 74 | KATZ, SAPPER & MILLER LLP |
| TILE REDI MAYFAIR, LLC | Private Equity Fund | $45.4M | 204 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET MIDDLE MARKET BUYOUT FUND G 2018-2, LLC | Private Equity Fund | $44.9M | 97 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW GLOBAL MACRO FUND C 2021-2, LLC | Hedge Fund | $44.4M | 43 | BDO USA, LLP |
| REGENT STREET TECH BUYOUT FUND C 2021-4, LLC | Private Equity Fund | $44.3M | 83 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET HEALTHCARE FUND R 2019-3, LLC | Private Equity Fund | $44.2M | 79 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET TECH BUYOUT FUND C 2021-4, LLC | Private Equity Fund | $43.7M | 83 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET TECH BUYOUT FUND C 2021-4, LLC | Private Equity Fund | $43.7M | 83 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET TECH BUYOUT FUND C 2021-4, LLC | Private Equity Fund | $43.7M | 83 | KATZ, SAPPER & MILLER LLP |
TypePrivate Equity Fund
GAV$49.4M
Investors109
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$49.4M
Investors109
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$49.4M
Investors109
AuditorKATZ, SAPPER & MILLER LLP
Fund NameTILE REDI MAYFAIR, LLC
TypePrivate Equity Fund
GAV$49.3M
Investors204
AuditorKATZ, SAPPER & MILLER LLP
Fund NameTILE REDI MAYFAIR, LLC
TypePrivate Equity Fund
GAV$49.3M
Investors204
AuditorKATZ, SAPPER & MILLER LLP
Fund NameTILE REDI MAYFAIR, LLC
TypePrivate Equity Fund
GAV$49.3M
Investors204
AuditorKATZ, SAPPER & MILLER LLP
TypeOther Private Fund
GAV$47.9M
Investors100
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$47.7M
Investors109
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$46.7M
Investors42
AuditorKATZ, SAPPER, & MILLER LLP
TypeHedge Fund
GAV$46.7M
Investors42
AuditorKATZ, SAPPER, & MILLER LLP
TypeHedge Fund
GAV$46.7M
Investors42
AuditorKATZ, SAPPER, & MILLER LLP
TypeOther Private Fund
GAV$46.3M
Investors100
AuditorKATZ, SAPPER & MILLER LLP
TypeOther Private Fund
GAV$46.3M
Investors100
AuditorKATZ, SAPPER & MILLER LLP
TypeOther Private Fund
GAV$46.3M
Investors100
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$45.9M
Investors74
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$45.9M
Investors74
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$45.9M
Investors74
AuditorKATZ, SAPPER & MILLER LLP
Fund NameTILE REDI MAYFAIR, LLC
TypePrivate Equity Fund
GAV$45.4M
Investors204
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$44.9M
Investors97
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$44.4M
Investors43
AuditorBDO USA, LLP
TypePrivate Equity Fund
GAV$44.3M
Investors83
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$44.2M
Investors79
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$43.7M
Investors83
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$43.7M
Investors83
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$43.7M
Investors83
AuditorKATZ, SAPPER & MILLER LLP