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 SPECIAL SITUATIONS FUND S 2016-2, LLC | Other Private Fund | $707.3K | 91 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SPECIAL SITUATIONS FUND S 2016-2, LLC | Other Private Fund | $707.3K | 91 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET SPECIAL SITUATIONS FUND S 2016-2, LLC | Other Private Fund | $707.3K | 91 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET APPRAISAL RIGHTS FUND V 2017-2, LLC | Private Equity Fund | $305.4K | 123 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET RB REAL ESTATE PARTICIPANT FUND, LLC | Real Estate Fund | $180K | 39 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PRIVATE REAL ESTATE 2008, LLC | Real Estate Fund | $68.3K | 56 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CBC REAL ASSET PARTICIPANT FUND, LLC | Private Equity Fund | $48.8K | 56 | KATZ, SAPPER & MILLER, LLP |
| REGENT STREET PARTNERS FUND 2024, LLC | Private Equity Fund | $0 | 45 | KATZ, SAPPER & MILLER LLP |
| BASELINE FITNESS MAYFAIR, LLC | Private Equity Fund | $0 | 207 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET CO-INVESTMENT FUND 2023-1, LLC | Private Equity Fund | $0 | 197 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PARTNERS FUND 2025, LLC | Private Equity Fund | $0 | 42 | KATZ, SAPPER & MILLER LLP |
| EXETER PARTNERSHIP 2024, LLC | Private Equity Fund | $0 | 176 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PARTNERS FUND 2025, LLC | Private Equity Fund | $0 | 42 | KATZ, SAPPER & MILLER LLP |
| EXETER PARTNERSHIP 2024, LLC | Private Equity Fund | $0 | 176 | KATZ, SAPPER & MILLER LLP |
| REGENT STREET PARTNERS FUND 2025, LLC | Private Equity Fund | $0 | 42 | KATZ, SAPPER & MILLER LLP |
| EXETER PARTNERSHIP 2024, LLC | Private Equity Fund | $0 | 176 | KATZ, SAPPER & MILLER LLP |
TypeOther Private Fund
GAV$707.3K
Investors91
AuditorKATZ, SAPPER & MILLER LLP
TypeOther Private Fund
GAV$707.3K
Investors91
AuditorKATZ, SAPPER & MILLER LLP
TypeOther Private Fund
GAV$707.3K
Investors91
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$305.4K
Investors123
AuditorKATZ, SAPPER & MILLER LLP
TypeReal Estate Fund
GAV$180K
Investors39
AuditorKATZ, SAPPER & MILLER LLP
TypeReal Estate Fund
GAV$68.3K
Investors56
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$48.8K
Investors56
AuditorKATZ, SAPPER & MILLER, LLP
TypePrivate Equity Fund
GAV$0
Investors45
AuditorKATZ, SAPPER & MILLER LLP
Fund NameBASELINE FITNESS MAYFAIR, LLC
TypePrivate Equity Fund
GAV$0
Investors207
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$0
Investors197
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$0
Investors42
AuditorKATZ, SAPPER & MILLER LLP
Fund NameEXETER PARTNERSHIP 2024, LLC
TypePrivate Equity Fund
GAV$0
Investors176
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$0
Investors42
AuditorKATZ, SAPPER & MILLER LLP
Fund NameEXETER PARTNERSHIP 2024, LLC
TypePrivate Equity Fund
GAV$0
Investors176
AuditorKATZ, SAPPER & MILLER LLP
TypePrivate Equity Fund
GAV$0
Investors42
AuditorKATZ, SAPPER & MILLER LLP
Fund NameEXETER PARTNERSHIP 2024, LLC
TypePrivate Equity Fund
GAV$0
Investors176
AuditorKATZ, SAPPER & MILLER LLP