OXFORD INVESTMENT PARTNERS, LLC
CRD #124791 SEC #801-61873 PHOENIX, AZ 602-381-1000
SEC Registered
Total AUM
$223.7M
Discretionary
$213.1M
Employees
6
Clients
101
Accounts
389
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2012 | $223.7M | $213.1M | $10.6M | 6 | 134 |
| Jun 2012 | $223.7M | $213.1M | $10.6M | 6 | 134 |
| Apr 2012 | $223.7M | $213.1M | $10.6M | 6 | 134 |
| Mar 2012 | $223.7M | $213.1M | $10.6M | 6 | 134 |
| Jan 2012 | $249.8M | $246.8M | $3M | 6 | 124 |
| Dec 2011 | $249.8M | $246.8M | $3M | 6 | 101 |
| Jun 2011 | $249.8M | $246.8M | $3M | 10 | -- |
| May 2011 | $249.8M | $246.8M | $3M | 10 | -- |
| May 2011 | $249.8M | $246.8M | $3M | 10 | -- |
| May 2011 | $249.8M | $246.8M | $3M | 10 | -- |
| May 2011 | $249.8M | $246.8M | $3M | 10 | -- |
| Apr 2011 | $249.8M | $246.8M | $3M | 10 | -- |
| Feb 2011 | $249.8M | $246.8M | $3M | 10 | -- |
| Feb 2011 | $249.8M | $246.8M | $3M | 10 | -- |
| Feb 2011 | $249.8M | $246.8M | $3M | 10 | -- |
| Jan 2011 | $281M | $277.7M | $3.3M | 10 | -- |
| Mar 2010 | $281M | $277.7M | $3.3M | 10 | -- |
| Mar 2009 | $304.3M | $304.3M | $15.2K | 10 | -- |
| May 2007 | $343.1M | $341.5M | $1.6M | 5 | -- |
| Mar 2007 | $343.1M | $341.5M | $1.6M | 5 | -- |
| Aug 2004 | $150M | $145M | $5M | 5 | -- |
| Jun 2004 | $125M | $120M | $5M | 5 | -- |
| Jan 2004 | $110M | $87M | $23M | 5 | -- |
DateAug 2012
Total AUM$223.7M
Discretionary$213.1M
Non-Disc.$10.6M
Employees6
Clients134
DateJun 2012
Total AUM$223.7M
Discretionary$213.1M
Non-Disc.$10.6M
Employees6
Clients134
DateApr 2012
Total AUM$223.7M
Discretionary$213.1M
Non-Disc.$10.6M
Employees6
Clients134
DateMar 2012
Total AUM$223.7M
Discretionary$213.1M
Non-Disc.$10.6M
Employees6
Clients134
DateJan 2012
Total AUM$249.8M
Discretionary$246.8M
Non-Disc.$3M
Employees6
Clients124
DateDec 2011
Total AUM$249.8M
Discretionary$246.8M
Non-Disc.$3M
Employees6
Clients101
DateJun 2011
Total AUM$249.8M
Discretionary$246.8M
Non-Disc.$3M
Employees10
Clients--
DateMay 2011
Total AUM$249.8M
Discretionary$246.8M
Non-Disc.$3M
Employees10
Clients--
DateMay 2011
Total AUM$249.8M
Discretionary$246.8M
Non-Disc.$3M
Employees10
Clients--
DateMay 2011
Total AUM$249.8M
Discretionary$246.8M
Non-Disc.$3M
Employees10
Clients--
DateMay 2011
Total AUM$249.8M
Discretionary$246.8M
Non-Disc.$3M
Employees10
Clients--
DateApr 2011
Total AUM$249.8M
Discretionary$246.8M
Non-Disc.$3M
Employees10
Clients--
DateFeb 2011
Total AUM$249.8M
Discretionary$246.8M
Non-Disc.$3M
Employees10
Clients--
DateFeb 2011
Total AUM$249.8M
Discretionary$246.8M
Non-Disc.$3M
Employees10
Clients--
DateFeb 2011
Total AUM$249.8M
Discretionary$246.8M
Non-Disc.$3M
Employees10
Clients--
DateJan 2011
Total AUM$281M
Discretionary$277.7M
Non-Disc.$3.3M
Employees10
Clients--
DateMar 2010
Total AUM$281M
Discretionary$277.7M
Non-Disc.$3.3M
Employees10
Clients--
DateMar 2009
Total AUM$304.3M
Discretionary$304.3M
Non-Disc.$15.2K
Employees10
Clients--
DateMay 2007
Total AUM$343.1M
Discretionary$341.5M
Non-Disc.$1.6M
Employees5
Clients--
DateMar 2007
Total AUM$343.1M
Discretionary$341.5M
Non-Disc.$1.6M
Employees5
Clients--
DateAug 2004
Total AUM$150M
Discretionary$145M
Non-Disc.$5M
Employees5
Clients--
DateJun 2004
Total AUM$125M
Discretionary$120M
Non-Disc.$5M
Employees5
Clients--
DateJan 2004
Total AUM$110M
Discretionary$87M
Non-Disc.$23M
Employees5
Clients--