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 REAL ESTATE FUND S 2019-1, LLC | Real Estate Fund | $15.3M | 52 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET REAL ESTATE FUND S 2019-1, LLC | Real Estate Fund | $15.3M | 52 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET GLOBAL PRIVATE EQUITY WP, LLC | Private Equity Fund | $14.6M | 91 | KATZ, SAPPER & MILLER, LLP |
| REGENT STREET INDUSTRIAL BUYOUT C 2022-1, LLC | Private Equity Fund | $14M | 20 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET INDUSTRIAL BUYOUT C 2022-1, LLC | Private Equity Fund | $14M | 20 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET INDUSTRIAL BUYOUT C 2022-1, LLC | Private Equity Fund | $14M | 20 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET GLOBAL PRIVATE EQUITY WP, LLC | Private Equity Fund | $13.2M | 91 | KATZ, SAPPER & MILLER, LLP |
| REGENT STREET GLOBAL PRIVATE EQUITY WP, LLC | Private Equity Fund | $13.2M | 91 | KATZ, SAPPER & MILLER, LLP |
| REGENT STREET GLOBAL PRIVATE EQUITY WP, LLC | Private Equity Fund | $13.2M | 91 | KATZ, SAPPER & MILLER, LLP |
| REGENT STREET REAL ESTATE FUND S 2019-1, LLC | Real Estate Fund | $12.5M | 52 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SECONDARY FUND RV 2016-1, LLC | Private Equity Fund | $11.5M | 102 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SECONDARY FUND RV 2016-1, LLC | Private Equity Fund | $9.5M | 102 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SECONDARY FUND RV 2016-1, LLC | Private Equity Fund | $9.5M | 102 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SECONDARY FUND RV 2016-1, LLC | Private Equity Fund | $9.5M | 102 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET ENERGY OPPORTUNITIES Q, LLC | Other Private Fund | $8.2M | 132 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET ENERGY OPPORTUNITIES Q, LLC | Other Private Fund | $8.2M | 132 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET ENERGY OPPORTUNITIES Q, LLC | Other Private Fund | $8.2M | 132 | KATZ, SAPPER & MILLER LLP |
| BERKSHIRE SP HEDGED EQUITY FUND 2021-2, LLC | Hedge Fund | $7.8M | 68 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET OPPORTUNISTIC REAL ESTATE FUND H 2016-1, LLC | Real Estate Fund | $7.7M | 65 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET INDUSTRIAL BUYOUT C 2022-1, LLC | Private Equity Fund | $7.7M | 20 | KATZ, SAPPER & MILLER LLP |
| BERKSHIRE SP HEDGED EQUITY INSTITUTIONAL, LLC | Hedge Fund | $6.2M | 16 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET OPPORTUNISTIC REAL ESTATE FUND H 2016-1, LLC | Real Estate Fund | $5.4M | 65 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET OPPORTUNISTIC REAL ESTATE FUND H 2016-1, LLC | Real Estate Fund | $5.4M | 65 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET OPPORTUNISTIC REAL ESTATE FUND H 2016-1, LLC | Real Estate Fund | $5.4M | 65 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET OPPORTUNISTIC REAL ESTATE C, LLC | Real Estate Fund | $4.5M | 71 | KATZ, SAPPER & MILLER LLP |
TypeReal Estate Fund
GAV$15.3M
Investors52
AuditorKATZ, SAPPER & MILLER LLP
TypeReal Estate Fund
GAV$15.3M
Investors52
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$14.6M
Investors91
AuditorKATZ, SAPPER & MILLER, LLP
TypePrivate Equity Fund
GAV$14M
Investors20
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$14M
Investors20
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$14M
Investors20
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$13.2M
Investors91
AuditorKATZ, SAPPER & MILLER, LLP
TypePrivate Equity Fund
GAV$13.2M
Investors91
AuditorKATZ, SAPPER & MILLER, LLP
TypePrivate Equity Fund
GAV$13.2M
Investors91
AuditorKATZ, SAPPER & MILLER, LLP
TypeReal Estate Fund
GAV$12.5M
Investors52
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$11.5M
Investors102
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$9.5M
Investors102
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$9.5M
Investors102
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$9.5M
Investors102
AuditorKATZ, SAPPER & MILLER LLP
TypeOther Private Fund
GAV$8.2M
Investors132
AuditorKATZ, SAPPER & MILLER LLP
TypeOther Private Fund
GAV$8.2M
Investors132
AuditorKATZ, SAPPER & MILLER LLP
TypeOther Private Fund
GAV$8.2M
Investors132
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$7.8M
Investors68
AuditorKATZ, SAPPER & MILLER LLP
TypeReal Estate Fund
GAV$7.7M
Investors65
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$7.7M
Investors20
AuditorKATZ, SAPPER & MILLER LLP
TypeHedge Fund
GAV$6.2M
Investors16
AuditorKATZ, SAPPER & MILLER LLP
TypeReal Estate Fund
GAV$5.4M
Investors65
AuditorKATZ, SAPPER & MILLER LLP
TypeReal Estate Fund
GAV$5.4M
Investors65
AuditorKATZ, SAPPER & MILLER LLP
TypeReal Estate Fund
GAV$5.4M
Investors65
AuditorKATZ, SAPPER & MILLER LLP
TypeReal Estate Fund
GAV$4.5M
Investors71
AuditorKATZ, SAPPER & MILLER LLP