Key facts
- Oxford Financial Group is a asset manager based in Indianapolis, IN.
- Oxford Financial Group reports $11.6M in regulatory assets under management across 48 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 105303- Regulatory AUM
- $11.6M
- Private fund assets
- $3.4B
- Private funds
- 48 · 34 private equity, 7 hedge, 3 real estate, 4 other
- Staff
- 156
- Registered office
- CARMEL, IN
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as OXFORD FINANCIAL GROUP, LTD. LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Oxford Financial Group are on record yet. Positions surface from round participations, filings, and coverage.
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