OXFORD FINANCIAL GROUP, LTD. LLC of CARMEL, IN is an SEC-registered investment adviser (CRD 105303). Regulatory assets under management: $23.3B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
Showing 25 of 70 people.
| Name | Role | Location |
|---|---|---|
| Jeffrey Hugh Thomasson | CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD | Carmel, IN |
| Daniel Joseph Ford | CORPORATE DIRECTOR | Carmel, IN |
| Robert Dale Ramsey | CHIEF INVESTMENT OFFICER, CO-MANAGING PARTNER, CORPORATE DIRECTOR | Carmel, IN |
| Melissa Breeze Krumm | CHIEF COMPLIANCE OFFICER | Carmel, IN |
| Michael Leslie | ASSOCIATE DIRECTOR | Middletown, DE |
| Charles Richard Davis | CORPORATE DIRECTOR | — |
| Sue A Mcmillen | CHIEF TALENT OFFICER | — |
| Kristina R Baron | CO-MANAGING PARTNER, CORPORATE DIRECTOR | — |
| Nicholas Steven Klein | CORPORATE DIRECTOR | — |
| Jarret D Blum | CHIEF DEVELOPMENT OFFICER | — |
| Brian D Copsey | CHIEF FINANCIAL OFFICER | — |
| THOMASSON JEFFREY HUGH | CHIEF EXECUTIVE OFFICER, CHAIRMAN, CORPORATE DIRECTOR AND MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER, CHAIRMAN, CORPORATE DIRECTOR AND PARTNER; CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD (+6 more) | — |
| STROMAN JEFFERY HAL | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND MEMBER SENIOR MANAGEMENT; CORPORATE AND MANAGING DIRECTOR (+4 more) | — |
| MCHUGH MICHAEL SHANNON | ASSOCIATE DIRECTOR; DIRECTOR; MANAGING DIRECTOR (+1 more) | — |
| MITCHELL SUSAN ELAINE | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT; CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, CLASS B SHAREHOLDER; CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, SECRETARY TO THE BOARD (+2 more) | — |
| DEAN TIMOTHY MAURICE | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, CLASS B SHAREHOLDER; CHIEF FINANCIAL OFFICER, CORPORATE DIRECTOR, CLASS B SHAREHOLDER AND MEMBER SENIOR MANAGEMENT (+5 more) | — |
| SEARS MICHAEL LEE | CORPORATE AND MANAGING DIRECTOR; CORPORATE AND MANAGING DIRECTOR, CLASS A & B SHAREHOLDER; MANAGING DIRECTOR, CLASS B SHAREHOLDER (+2 more) | — |
| FLECK DANIEL LEE | MANAGING DIRECTOR; MANAGING DIRECTOR, CLASS B SHAREHOLDER; PARTNER | — |
| BENNETT DEBORA AMES | CORPORATE AND MANAGING DIRECTOR; MANAGING DIRECTOR; MANAGING DIRECTOR, CLASS B SHAREHOLDER (+1 more) | — |
| SCHAEFER ROBERT LOUIS | VICE PRESIDENT; VICE PRESIDENT, DIRECTOR OF INVESTMENT RESEARCH AND CORPORATE DIRECTOR; VICE PRESIDENT, DIRECTOR OF INVESTMENT RESEARCH AND CORPORATE DIRECTOR, CLASS B SHAREHOLDER (+3 more) | — |
| COLLIER CELESTE W | ASSISTANT DIRECTOR; DIRECTOR; SENIOR FINANCIAL ADVISOR | — |
| HECHT DAVID LEE | DIRECTOR; MANAGING DIRECTOR; MANAGING DIRECTOR, CLASS B SHAREHOLDER (+1 more) | — |
| LOFLAND DAVID REESE | DIRECTOR | — |
| MERSEREAU KAREN HOSBEIN | MANAGING DIRECTOR, CLASS B SHAREHOLDER | — |
| REIST PETER NIELSEN | CORPORATE DIRECTOR, CLASS B SHAREHOLDER; MANAGING DIRECTOR, CLASS B SHAREHOLDER | — |
Hedge Fund: 7 · Private Equity Fund: 34 · Other Private Fund: 4 · Real Estate Fund: 3
Showing 15 of 48 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| SAVILE ROW DIVERSIFIER STRATEGIES FUND, LLC | Hedge Fund | Indiana | 350 | $1.1B | $150K |
| BERKSHIRE LONG/SHORT STRATEGIES FUND, LLC | Hedge Fund | Indiana | 264 | $346.8M | $150K |
| BASELINE FITNESS MAYFAIR, LLC | Private Equity Fund | Delaware | 219 | $217.4M | $250K |
| REGENT STREET CO-INVESTMENT FUND II 2021-1, LLC | Private Equity Fund | Indiana | 165 | $150.4M | $150K |
| REGENT STREET PARTNERS FUND 2022, LLC | Private Equity Fund | Indiana | 178 | $142.3M | $150K |
| IDW MAYFAIR, INC. | Private Equity Fund | Indiana | 102 | $141.3M | $313K |
| REGENT STREET CO-INVESTMENT FUND 2023-1, LLC | Private Equity Fund | Indiana | 198 | $104.1M | $150K |
| REGENT STREET PARTNERS FUND 2023, LLC | Private Equity Fund | Indiana | 200 | $95.4M | $150K |
| SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A 2018-1, LLC | Hedge Fund | Indiana | 69 | $69.5M | $150K |
| REGENT STREET CO-INVESTMENT FUND 2018-5, LLC | Private Equity Fund | Delaware | 128 | $69.2M | $150K |
| REGENT STREET PARTNERS FUND 2024, LLC | Private Equity Fund | Indiana | 205 | $60.9M | $150K |
| BERKSHIRE HEDGED EQUITY SEG 2021-1, LLC | Hedge Fund | Indiana | 92 | $58.8M | $150K |
| SAVILE ROW GLOBAL MACRO FUND C 2021-2, LLC | Hedge Fund | Indiana | 42 | $55.9M | $150K |
| REGENT STREET TECH BUYOUT FUND C 2021-4, LLC | Private Equity Fund | Indiana | 84 | $55.2M | $150K |
| REGENT STREET MIDDLE MARKET BUYOUT FUND C 2020-3, LLC | Private Equity Fund | Indiana | 99 | $50.4M | $150K |
| City | State | Employees | Phone |
|---|---|---|---|
| CHICAGO | IL | 3 | 312-846-6000 |
| GRAND RAPIDS | MI | 3 | 616-242-0022 |
| MINNEAPOLIS | MN | 3 | 612-379-4500 |
| PALM BEACH | FL | 3 | 561-834-4050 |
| ATLANTA | GA | 3 | 470-994-1250 |
| CINCINNATI | OH | 2 | 513-246-0800 |