Brian D Copsey appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Brian D Copsey appears on 12 filing roles across Form D (11), Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-05 | Form ADV | OXFORD FINANCIAL GROUP, LTD. LLC | CHIEF FINANCIAL OFFICER | CARMEL, IN |
| 2025-01-21 | Form D | Savile Row Tax Advantaged Absolute Return Fund A 2018-1, LLC | Executive Officer | Carmel, IN |
| 2025-10-09 | Form D | Savile Row Opportunistic Credit Fund BP 2019-1, LLC | Executive Officer | Carmel, IN |
| 2025-01-21 | Form D | Berkshire Hedged Equity SEG 2021-1, LLC | Executive Officer | Carmel, IN |
| 2025-05-09 | Form D | Savile Row Diversifier Strategies Fund, LLC | Executive Officer | Carmel, IN |
| 2025-10-09 | Form D | Savile Row Convertible Bond Fund L 2021-1, LLC | Executive Officer | Carmel, IN |
| 2025-05-08 | Form D | Savile Row Global Macro Fund C 2021-2, LLC | Executive Officer | Carmel, IN |
| 2025-11-06 | Form D | Berkshire Long/Short Strategies Fund, LLC | Executive Officer | Carmel, IN |
| 2025-11-24 | Form D | Exeter Partnership 2024, LLC | Executive Officer | Carmel, IN |
| 2024-11-06 | Form D | Regent Street Partners Fund 2025, LLC | Executive Officer | Carmel, IN |
| 2025-11-06 | Form D | Regent Street Partners Fund 2026, LLC | Executive Officer | Carmel, IN |
| 2025-10-06 | Form D | Regent Street Co-Investment Fund 2025, LLC | Executive Officer | Carmel, IN |