Allocator Index · CRD 105303
OXFORD FINANCIAL GROUP, LTD
Carmel, IN · 317-843-5678 · linkedin.com/company/oxford-financial-group-ltd./
Fit score
76
- real_estate_fund+40
- hnw>=500+22
- hnw_majority+8
- employees 61-200+4
- aum $10.0B-∞+2
HNW clients
551
Other individuals
38
HNW assets
$13.85B
Total AUM
$23.33B
Employees
156
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| REGENT STREET REAL ESTATE FUND S 2019-1, LLC | Real Estate Fund | $18.0M |
| REGENT STREET OPPORTUNISTIC REAL ESTATE FUND H 2016-1, LLC | Real Estate Fund | $4.4M |
| REGENT STREET OPPORTUNISTIC REAL ESTATE C, LLC | Real Estate Fund | $4.1M |
| SAVILE ROW DIVERSIFIER STRATEGIES FUND, LLC | Hedge Fund | $1.1B |
| BERKSHIRE LONG/SHORT STRATEGIES FUND, LLC | Hedge Fund | $346.8M |
| BASELINE FITNESS MAYFAIR, LLC | Private Equity Fund | $217.4M |
| REGENT STREET CO-INVESTMENT FUND II 2021-1, LLC | Private Equity Fund | $150.4M |
| REGENT STREET PARTNERS FUND 2022, LLC | Private Equity Fund | $142.3M |
| IDW MAYFAIR, INC. | Private Equity Fund | $141.3M |
| REGENT STREET CO-INVESTMENT FUND 2023-1, LLC | Private Equity Fund | $104.1M |
| REGENT STREET PARTNERS FUND 2023, LLC | Private Equity Fund | $95.4M |
| SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A 2018-1, LLC | Hedge Fund | $69.5M |
| REGENT STREET CO-INVESTMENT FUND 2018-5, LLC | Private Equity Fund | $69.2M |
| REGENT STREET PARTNERS FUND 2024, LLC | Private Equity Fund | $60.9M |
| BERKSHIRE HEDGED EQUITY SEG 2021-1, LLC | Hedge Fund | $58.8M |
| SAVILE ROW GLOBAL MACRO FUND C 2021-2, LLC | Hedge Fund | $55.9M |
| REGENT STREET TECH BUYOUT FUND C 2021-4, LLC | Private Equity Fund | $55.2M |
| REGENT STREET MIDDLE MARKET BUYOUT FUND C 2020-3, LLC | Private Equity Fund | $50.4M |
| REGENT STREET GROWTH EQUITY FUND K 2017-1, LLC | Private Equity Fund | $49.9M |
| REGENT STREET HEALTHCARE FUND R 2019-3, LLC | Private Equity Fund | $49.6M |
| TILE REDI MAYFAIR, LLC | Private Equity Fund | $49.5M |
| REGENT STREET LOWER MIDDLE MARKET FUND D 2019-4, LLC | Private Equity Fund | $47.7M |
| REGENT STREET MIDDLE MARKET BUYOUT FUND J 2020-1, LLC | Private Equity Fund | $47.5M |
| REGENT STREET CONSUMER BUYOUT FUND M 2021-2, LLC | Private Equity Fund | $47.1M |
| SAVILE ROW OPPORTUNISTIC CREDIT FUND BP 2019-1, LLC | Hedge Fund | $41.3M |
| SAVILE ROW CONVERTIBLE BOND FUND L 2021-1, LLC | Hedge Fund | $41.2M |
| REGENT STREET DISTRESSED FUND M 2020-2, LLC | Other Private Fund | $36.4M |
| REGENT STREET PARTNERS FUND 2025, LLC | Private Equity Fund | $32.4M |
| REGENT STREET MIDDLE MARKET BUYOUT FUND G 2018-2, LLC | Private Equity Fund | $32.4M |
| REGENT STREET CONSUMER GROWTH FUND P 2022-3, LLC | Private Equity Fund | $30.6M |
| REGENT STREET SERVICES BUYOUT FUND P 2021-3, LLC | Private Equity Fund | $24.9M |
| REGENT STREET SECONDARY RV-II 2018-1, LLC | Private Equity Fund | $23.2M |
| REGENT STREET SECONDARY FUND G 2019-2, LLC | Private Equity Fund | $23.1M |
| REGENT STREET ENERGY OPPORTUNITIES Q-II 2017-1, LLC | Other Private Fund | $19.1M |
| REGENT STREET INDUSTRIAL BUYOUT C 2022-1, LLC | Private Equity Fund | $14.9M |
| REGENT STREET GLOBAL PRIVATE EQUITY WP, LLC | Private Equity Fund | $11.2M |
| REGENT STREET POWER FUND O 2018-4, LLC | Private Equity Fund | $11.1M |
| REGENT STREET SECONDARY FUND RV 2016-1, LLC | Private Equity Fund | $7.0M |
| REGENT STREET ENERGY OPPORTUNITIES Q, LLC | Other Private Fund | $6.0M |
| REGENT STREET HEALTHCARE BUYOUT FUND RG 2022-2, LLC | Private Equity Fund | $2.7M |
| REGENT STREET PRIVATE EQUITY SECONDARY P, LLC | Private Equity Fund | $1.8M |
| REGENT STREET SECONDARY INSTITUTIONAL FUND RV 2016-1, LLC | Private Equity Fund | $1.3M |
| REGENT STREET DIRECT LENDING FUND BT 2018-3, LLC | Private Equity Fund | $1.3M |
| REGENT STREET SPECIALTY FINANCE FUND VP 2016-1, LLC | Private Equity Fund | $1.2M |
| REGENT STREET SPECIAL SITUATIONS FUND S 2016-2, LLC | Other Private Fund | $625K |
| REGENT STREET PARTNERS FUND 2026, LLC | Private Equity Fund | $0 |
| REGENT STREET CO-INVESTMENT FUND 2025, LLC | Private Equity Fund | $0 |
| EXETER PARTNERSHIP 2024, LLC | Private Equity Fund | $0 |