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 HEALTHCARE FUND R 2019-3, LLC | Private Equity Fund | $43.5M | 79 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET HEALTHCARE FUND R 2019-3, LLC | Private Equity Fund | $43.5M | 79 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET HEALTHCARE FUND R 2019-3, LLC | Private Equity Fund | $43.5M | 79 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW OPPORTUNISTIC CREDIT FUND BP 2019-1, LLC | Hedge Fund | $43.2M | 65 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW OPPORTUNISTIC CREDIT FUND BP 2019-1, LLC | Hedge Fund | $42.9M | 59 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW OPPORTUNISTIC CREDIT FUND BP 2019-1, LLC | Hedge Fund | $42.9M | 59 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW OPPORTUNISTIC CREDIT FUND BP 2019-1, LLC | Hedge Fund | $42.9M | 59 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET LOWER MIDDLE MARKET FUND D 2019-4, LLC | Private Equity Fund | $40.4M | 71 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET LOWER MIDDLE MARKET FUND D 2019-4, LLC | Private Equity Fund | $40.4M | 71 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET LOWER MIDDLE MARKET FUND D 2019-4, LLC | Private Equity Fund | $40.4M | 71 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CONSUMER BUYOUT FUND M 2021-2, LLC | Private Equity Fund | $39.6M | 74 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET MIDDLE MARKET BUYOUT FUND G 2018-2, LLC | Private Equity Fund | $36.9M | 97 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET MIDDLE MARKET BUYOUT FUND G 2018-2, LLC | Private Equity Fund | $36.9M | 97 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET MIDDLE MARKET BUYOUT FUND G 2018-2, LLC | Private Equity Fund | $36.9M | 97 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW CONVERTIBLE BOND FUND L 2021-1, LLC | Hedge Fund | $35.2M | 41 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW CONVERTIBLE BOND FUND L 2021-1, LLC | Hedge Fund | $35.2M | 41 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW CONVERTIBLE BOND FUND L 2021-1, LLC | Hedge Fund | $35.2M | 41 | KATZ, SAPPER & MILLER LLP |
| SAVILE ROW CONVERTIBLE BOND FUND L 2021-1, LLC | Hedge Fund | $33.8M | 45 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET ENERGY OPPORTUNITIES Q, LLC | Other Private Fund | $31.2M | 132 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET LOWER MIDDLE MARKET FUND D 2019-4, LLC | Private Equity Fund | $30.6M | 70 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET POWER FUND O 2018-4, LLC | Private Equity Fund | $29.8M | 90 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET POWER FUND O 2018-4, LLC | Private Equity Fund | $29.8M | 90 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET POWER FUND O 2018-4, LLC | Private Equity Fund | $29.8M | 90 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET POWER FUND O 2018-4, LLC | Private Equity Fund | $29.8M | 90 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SECONDARY RV-II 2018-1, LLC | Private Equity Fund | $29.5M | 113 | KATZ, SAPPER & MILLER LLP |
TypePrivate Equity Fund
GAV$43.5M
Investors79
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$43.5M
Investors79
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$43.5M
Investors79
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$43.2M
Investors65
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$42.9M
Investors59
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$42.9M
Investors59
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$42.9M
Investors59
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$40.4M
Investors71
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$40.4M
Investors71
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$40.4M
Investors71
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$39.6M
Investors74
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$36.9M
Investors97
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$36.9M
Investors97
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$36.9M
Investors97
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$35.2M
Investors41
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$35.2M
Investors41
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$35.2M
Investors41
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$33.8M
Investors45
AuditorKATZ, SAPPER & MILLER LLP
TypeOther Private Fund
GAV$31.2M
Investors132
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$30.6M
Investors70
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$29.8M
Investors90
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$29.8M
Investors90
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$29.8M
Investors90
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$29.8M
Investors90
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$29.5M
Investors113
AuditorKATZ, SAPPER & MILLER LLP