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 SPECIALTY FINANCE FUND VP 2016-1, LLC | Private Equity Fund | $4.5M | 96 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET OPPORTUNISTIC REAL ESTATE C, LLC | Real Estate Fund | $4.2M | 71 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET OPPORTUNISTIC REAL ESTATE C, LLC | Real Estate Fund | $4.2M | 71 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET OPPORTUNISTIC REAL ESTATE C, LLC | Real Estate Fund | $4.2M | 71 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PRIVATE EQUITY SECONDARY P, LLC | Private Equity Fund | $3.8M | 83 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET DIRECT LENDING FUND BT 2018-3, LLC | Private Equity Fund | $2.7M | 29 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CM DISTRESSED PARTICIPANT FUND, LLC | Other Private Fund | $2.6M | 56 | KATZ, SAPPER & MILLER, LLP |
| REGENT STREET PRIVATE EQUITY SECONDARY P, LLC | Private Equity Fund | $2.4M | 83 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PRIVATE EQUITY SECONDARY P, LLC | Private Equity Fund | $2.4M | 83 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PRIVATE EQUITY SECONDARY P, LLC | Private Equity Fund | $2.4M | 83 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SECONDARY INSTITUTIONAL FUND RV 2016-1, LLC | Private Equity Fund | $2.3M | 16 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SPECIALTY FINANCE FUND VP 2016-1, LLC | Private Equity Fund | $2.2M | 97 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SPECIALTY FINANCE FUND VP 2016-1, LLC | Private Equity Fund | $2.2M | 97 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SPECIALTY FINANCE FUND VP 2016-1, LLC | Private Equity Fund | $2.2M | 97 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SECONDARY INSTITUTIONAL FUND RV 2016-1, LLC | Private Equity Fund | $1.7M | 16 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SECONDARY INSTITUTIONAL FUND RV 2016-1, LLC | Private Equity Fund | $1.7M | 16 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SECONDARY INSTITUTIONAL FUND RV 2016-1, LLC | Private Equity Fund | $1.7M | 16 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET DIRECT LENDING FUND BT 2018-3, LLC | Private Equity Fund | $1.4M | 29 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET DIRECT LENDING FUND BT 2018-3, LLC | Private Equity Fund | $1.4M | 29 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET DIRECT LENDING FUND BT 2018-3, LLC | Private Equity Fund | $1.4M | 29 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET HEALTHCARE BUYOUT FUND RG 2022-2, LLC | Private Equity Fund | $1.3M | 28 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET HEALTHCARE BUYOUT FUND RG 2022-2, LLC | Private Equity Fund | $1.3M | 28 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET HEALTHCARE BUYOUT FUND RG 2022-2, LLC | Private Equity Fund | $1.3M | 28 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET HEALTHCARE BUYOUT FUND RG 2022-2, LLC | Private Equity Fund | $1.1M | 28 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SPECIAL SITUATIONS FUND S 2016-2, LLC | Other Private Fund | $843.7K | 91 | KATZ, SAPPER & MILLER LLP |
TypePrivate Equity Fund
GAV$4.5M
Investors96
AuditorKATZ, SAPPER & MILLER LLP
TypeReal Estate Fund
GAV$4.2M
Investors71
AuditorKATZ, SAPPER & MILLER LLP
TypeReal Estate Fund
GAV$4.2M
Investors71
AuditorKATZ, SAPPER & MILLER LLP
TypeReal Estate Fund
GAV$4.2M
Investors71
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$3.8M
Investors83
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$2.7M
Investors29
AuditorKATZ, SAPPER & MILLER LLP
TypeOther Private Fund
GAV$2.6M
Investors56
AuditorKATZ, SAPPER & MILLER, LLP
TypePrivate Equity Fund
GAV$2.4M
Investors83
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$2.4M
Investors83
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$2.4M
Investors83
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$2.3M
Investors16
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$2.2M
Investors97
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$2.2M
Investors97
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$2.2M
Investors97
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$1.7M
Investors16
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$1.7M
Investors16
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$1.7M
Investors16
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$1.4M
Investors29
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$1.4M
Investors29
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$1.4M
Investors29
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$1.3M
Investors28
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$1.3M
Investors28
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$1.3M
Investors28
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$1.1M
Investors28
AuditorKATZ, SAPPER & MILLER LLP
TypeOther Private Fund
GAV$843.7K
Investors91
AuditorKATZ, SAPPER & MILLER LLP