Oxford Financial Group

Asset Manager SEC-registered adviser

Legal name: Oxford Financial Group, LTD. LLC

Carmel, IN Website LinkedIn

AUM

$23.3B
Regulatory AUM

Private funds

48
Private Equity 34 · Hedge Fund 7 · Other 4 · Real Estate 3

Private fund assets

$3.4B
Gross asset value

Employees

156

Last Form D raise

Oct 2026
Most recent fund filing

From SEC Form ADV filing (filed Jul 9, 2026). View on SEC

People(7)

Owners and executive officers named on the firm's SEC Form ADV.

C
Charles Carter
Corporate Director
Source: SEC Form ADV
C
Charles Davis
Corporate Director
Source: SEC Form ADV
D
Daniel Ford
Corporate Director
Source: SEC Form ADV
J
Jared Nishida
Corporate Director
Source: SEC Form ADV
J
Jeffrey Thomasson
Chief Executive Officer, Chairman of the Board
Source: SEC Form ADV
K
Kristina Baron
Co-Managing Partner, Corporate Director
Source: SEC Form ADV
R
Robert Ramsey
Chief Investment Officer, Co-Managing Partner, Corporate Director
Source: SEC Form ADV

Funds(48)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Berkshire Long/Short Strategies Fund, LLCHedge Fund$346.8M$298.0M335Oct 2026Hot
Savile Row Opportunistic Credit Fund Bp 2019-1, LLCHedge Fund$41.3M$74.7M175Sep 2026Hot
Savile Row Convertible Bond Fund L 2021-1, LLCHedge Fund$41.2M$36.0M55Sep 2026Hot
Savile Row Diversifier Strategies Fund, LLCHedge Fund$1.1B$1.2B436Apr 2026Hot
Savile Row Global Macro Fund C 2021-2, LLCHedge Fund$55.9M$37.5M56Apr 2026Hot
Savile Row Tax Advantaged Absolute Return Fund A 2018-1, LLCHedge Fund$69.5M$86.5M211Jan 2026Warm
Berkshire Hedged Equity Seg 2021-1, LLCHedge Fund$58.8M$68.7M110Jan 2026Warm
Exeter Partnership 2024, LLCPrivate Equity—$133.6M181Nov 2025Warm
Regent Street Partners Fund 2026, LLCPrivate Equity—$34.4M66Nov 2025Warm
Regent Street Co-Investment Fund 2025, LLCPrivate Equity—$13.3M20Oct 2025Cool
Regent Street Partners Fund 2025, LLCPrivate Equity$32.4M$11.8M12Nov 2024Cool
Baseline Fitness Mayfair, LLCPrivate Equity$217.4M$168.4M201Dec 2023Cold
Regent Street Partners Fund 2024, LLCPrivate Equity$60.9M$4.2M16Nov 2023Cold
Regent Street Co-Investment Fund 2023-1, LLCPrivate Equity$104.1M$42.6M54Jul 2023Cold
Regent Street Partners Fund 2023, LLCPrivate Equity$95.4M$900K3Nov 2022Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
105303
SEC file number
801-20692
CIK
1245862

Sources