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 SECONDARY FUND G 2019-2, LLC | Private Equity Fund | $29M | 126 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SERVICES BUYOUT FUND P 2021-3, LLC | Private Equity Fund | $28M | 85 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SERVICES BUYOUT FUND P 2021-3, LLC | Private Equity Fund | $28M | 85 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SERVICES BUYOUT FUND P 2021-3, LLC | Private Equity Fund | $28M | 85 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SECONDARY RV-II 2018-1, LLC | Private Equity Fund | $27.6M | 113 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SECONDARY RV-II 2018-1, LLC | Private Equity Fund | $27.6M | 113 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SECONDARY RV-II 2018-1, LLC | Private Equity Fund | $27.6M | 113 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SECONDARY FUND G 2019-2, LLC | Private Equity Fund | $25.5M | 126 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SECONDARY FUND G 2019-2, LLC | Private Equity Fund | $25.5M | 126 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SECONDARY FUND G 2019-2, LLC | Private Equity Fund | $25.5M | 126 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET ENERGY OPPORTUNITIES Q-II 2017-1, LLC | Other Private Fund | $23M | 68 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SERVICES BUYOUT FUND P 2021-3, LLC | Private Equity Fund | $22M | 85 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CONSUMER GROWTH FUND P 2022-3, LLC | Private Equity Fund | $20.4M | 34 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CONSUMER GROWTH FUND P 2022-3, LLC | Private Equity Fund | $20.4M | 34 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CONSUMER GROWTH FUND P 2022-3, LLC | Private Equity Fund | $20.4M | 34 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET ENERGY OPPORTUNITIES Q-II 2017-1, LLC | Other Private Fund | $19.9M | 68 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET ENERGY OPPORTUNITIES Q-II 2017-1, LLC | Other Private Fund | $19.9M | 68 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET ENERGY OPPORTUNITIES Q-II 2017-1, LLC | Other Private Fund | $19.9M | 68 | KATZ, SAPPER & MILLER LLP |
| BERKSHIRE SP HEDGED EQUITY, LLC | Hedge Fund | $18M | 93 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PARTNERS FUND 2024, LLC | Private Equity Fund | $17.2M | 204 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PARTNERS FUND 2024, LLC | Private Equity Fund | $17.2M | 204 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PARTNERS FUND 2024, LLC | Private Equity Fund | $17.2M | 204 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CONSUMER GROWTH FUND P 2022-3, LLC | Private Equity Fund | $17M | 34 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PARTNERS FUND 2023, LLC | Private Equity Fund | $15.5M | 200 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET REAL ESTATE FUND S 2019-1, LLC | Real Estate Fund | $15.3M | 52 | KATZ, SAPPER & MILLER LLP |
TypePrivate Equity Fund
GAV$29M
Investors126
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$28M
Investors85
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$28M
Investors85
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$28M
Investors85
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$27.6M
Investors113
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$27.6M
Investors113
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$27.6M
Investors113
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$25.5M
Investors126
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$25.5M
Investors126
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$25.5M
Investors126
AuditorKATZ, SAPPER & MILLER LLP
TypeOther Private Fund
GAV$23M
Investors68
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$22M
Investors85
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$20.4M
Investors34
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$20.4M
Investors34
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$20.4M
Investors34
AuditorKATZ, SAPPER & MILLER LLP
TypeOther Private Fund
GAV$19.9M
Investors68
AuditorKATZ, SAPPER & MILLER LLP
TypeOther Private Fund
GAV$19.9M
Investors68
AuditorKATZ, SAPPER & MILLER LLP
TypeOther Private Fund
GAV$19.9M
Investors68
AuditorKATZ, SAPPER & MILLER LLP
Fund NameBERKSHIRE SP HEDGED EQUITY, LLC
TypeHedge Fund
GAV$18M
Investors93
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$17.2M
Investors204
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$17.2M
Investors204
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$17.2M
Investors204
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$17M
Investors34
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$15.5M
Investors200
AuditorKATZ, SAPPER & MILLER LLP
TypeReal Estate Fund
GAV$15.3M
Investors52
AuditorKATZ, SAPPER & MILLER LLP