The OXFORD FINANCIAL GROUP, LTD is a privately held investment adviser that advises $23.33Bn in regulatory assets under management held in 4 SEC fund types across 9 investment strategies. OXFORD FINANCIAL GROUP, LTD is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 57.43% over the last 5-years.
The Group has been registered with the SEC for 42.51 years and is comprised of 1 filing and 0 relying advisers. They operate out of 8 office locations with their Headquarters at 11711 NORTH MERIDIAN STREET SUITE 600, CARMEL, INDIANA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 156 employees comprised of 36 investment and 120 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $23.33Bn in assets advised are owned by 48 private funds, 0 public funds and BDCs and 60 other accounts. Assets of High Net Worth Individuals clients own $13.85Bn or 59.38% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $4.55Bn or 19.49% of Total Assets.
The Group's top investment strategies include Traditional LBO, Multi Strat and Long/Short Equity, representing 45.29%, 34.04% and 11.93% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 48 private funds with $3.4Bn in assets.
The Group discloses fixed fees and management fees.
OXFORD FINANCIAL GROUP, LTD names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.