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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 31, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARMISTEAD, MATTHEW, JOHN | I | VICE PRESIDENT | NA | Control |
| ARMISTEAD, MATTHEW, JOHN | I | VICE PRESIDENT | NA | Control |
| ARMISTEAD, MATTHEW, JOHN | I | VICE PRESIDENT | NA | Control |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| CLARKE, BEVERLY, JANE | I | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| E. CAPITAL, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| TIMES FINANCIAL 2, LLC | DE | MEMBER | NA | |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT | E | Control |
| CLARKE, WALTER, JEROME | I | MANAGING MEMBER | E | Control |
| CLARKE, WALTER, JEROME | I | MANAGING MEMBER | E | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, LORI, SUZANNE | I | MEMBER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, WALTER, JEROME | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| CLUFF, GARY, A | I | PARTNER | B | Control |
| CLUFF, GARY, A | I | PARTNER | B | Control |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A | |
| LL1, LLC | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| LEWIS, LEAH, LOUISE | I | THE LEAH L. LEWIS TRUST | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
| THE LEAH L. LEWIS TRUST | DE | LL1, LLC | E | Control |
Registrations
Federal
IA
Aug 31, 2012 REGISTERED
Notice Filings (10)
AZ CA CO GA ID IL NE NY TX UT
Address
5060 N 40TH STREETSUITE 112
PHOENIX, AZ 85018
United States
Phone: 602-381-1000