OXFORD FINANCIAL GROUP, LTD

Registration Details

CIK

1245862

Accession

crd-105303

Location

CARMEL, IN

Filing Date

July 9, 2026

AUM

$23.3B

Institutional Clients

97

Employees

156

Amendment

No

SEC EDGAR

View original filing →

Client Types

Private Funds

48 private funds reported on Form ADV Schedule D 7.B.1, $3.4B in combined gross assets.

• SAVILE ROW DIVERSIFIER STRATEGIES FUND, LLCHedge Fund$1.1B
• BERKSHIRE LONG/SHORT STRATEGIES FUND, LLCHedge Fund$346.8M
• BASELINE FITNESS MAYFAIR, LLCPrivate Equity Fund$217.4M
• REGENT STREET CO-INVESTMENT FUND II 2021-1, LLCPrivate Equity Fund$150.4M
• REGENT STREET PARTNERS FUND 2022, LLCPrivate Equity Fund$142.3M
• IDW MAYFAIR, INC.Private Equity Fund$141.3M
• REGENT STREET CO-INVESTMENT FUND 2023-1, LLCPrivate Equity Fund$104.1M
• REGENT STREET PARTNERS FUND 2023, LLCPrivate Equity Fund$95.4M
• SAVILE ROW TAX ADVANTAGED ABSOLUTE RETURN FUND A 2018-1, LLCHedge Fund$69.5M
• REGENT STREET CO-INVESTMENT FUND 2018-5, LLCPrivate Equity Fund$69.2M
• REGENT STREET PARTNERS FUND 2024, LLCPrivate Equity Fund$60.9M
• BERKSHIRE HEDGED EQUITY SEG 2021-1, LLCHedge Fund$58.8M
• SAVILE ROW GLOBAL MACRO FUND C 2021-2, LLCHedge Fund$55.9M
• REGENT STREET TECH BUYOUT FUND C 2021-4, LLCPrivate Equity Fund$55.2M
• REGENT STREET MIDDLE MARKET BUYOUT FUND C 2020-3, LLCPrivate Equity Fund$50.4M
• REGENT STREET GROWTH EQUITY FUND K 2017-1, LLCPrivate Equity Fund$49.9M
• REGENT STREET HEALTHCARE FUND R 2019-3, LLCPrivate Equity Fund$49.6M
• TILE REDI MAYFAIR, LLCPrivate Equity Fund$49.5M
• REGENT STREET LOWER MIDDLE MARKET FUND D 2019-4, LLCPrivate Equity Fund$47.7M
• REGENT STREET MIDDLE MARKET BUYOUT FUND J 2020-1, LLCPrivate Equity Fund$47.5M
• REGENT STREET CONSUMER BUYOUT FUND M 2021-2, LLCPrivate Equity Fund$47.1M
• SAVILE ROW OPPORTUNISTIC CREDIT FUND BP 2019-1, LLCHedge Fund$41.3M
• SAVILE ROW CONVERTIBLE BOND FUND L 2021-1, LLCHedge Fund$41.2M
• REGENT STREET DISTRESSED FUND M 2020-2, LLCOther Private Fund$36.4M
• REGENT STREET PARTNERS FUND 2025, LLCPrivate Equity Fund$32.4M
• REGENT STREET MIDDLE MARKET BUYOUT FUND G 2018-2, LLCPrivate Equity Fund$32.4M
• REGENT STREET CONSUMER GROWTH FUND P 2022-3, LLCPrivate Equity Fund$30.6M
• REGENT STREET SERVICES BUYOUT FUND P 2021-3, LLCPrivate Equity Fund$24.9M
• REGENT STREET SECONDARY RV-II 2018-1, LLCPrivate Equity Fund$23.2M
• REGENT STREET SECONDARY FUND G 2019-2, LLCPrivate Equity Fund$23.1M
• REGENT STREET ENERGY OPPORTUNITIES Q-II 2017-1, LLCOther Private Fund$19.1M
• REGENT STREET REAL ESTATE FUND S 2019-1, LLCReal Estate Fund$18.0M
• REGENT STREET INDUSTRIAL BUYOUT C 2022-1, LLCPrivate Equity Fund$14.9M
• REGENT STREET GLOBAL PRIVATE EQUITY WP, LLCPrivate Equity Fund$11.2M
• REGENT STREET POWER FUND O 2018-4, LLCPrivate Equity Fund$11.1M
• REGENT STREET SECONDARY FUND RV 2016-1, LLCPrivate Equity Fund$7.0M
• REGENT STREET ENERGY OPPORTUNITIES Q, LLCOther Private Fund$6.0M
• REGENT STREET OPPORTUNISTIC REAL ESTATE FUND H 2016-1, LLCReal Estate Fund$4.4M
• REGENT STREET OPPORTUNISTIC REAL ESTATE C, LLCReal Estate Fund$4.1M
• REGENT STREET HEALTHCARE BUYOUT FUND RG 2022-2, LLCPrivate Equity Fund$2.7M
• REGENT STREET PRIVATE EQUITY SECONDARY P, LLCPrivate Equity Fund$1.8M
• REGENT STREET SECONDARY INSTITUTIONAL FUND RV 2016-1, LLCPrivate Equity Fund$1.3M
• REGENT STREET DIRECT LENDING FUND BT 2018-3, LLCPrivate Equity Fund$1.3M
• REGENT STREET SPECIALTY FINANCE FUND VP 2016-1, LLCPrivate Equity Fund$1.2M
• REGENT STREET SPECIAL SITUATIONS FUND S 2016-2, LLCOther Private Fund$625K
• EXETER PARTNERSHIP 2024, LLCPrivate Equity Fund—
• REGENT STREET CO-INVESTMENT FUND 2025, LLCPrivate Equity Fund—
• REGENT STREET PARTNERS FUND 2026, LLCPrivate Equity Fund—

About this Adviser

OXFORD FINANCIAL GROUP, LTD is a registered investment adviser headquartered in CARMEL, IN, managing approximately $23.3B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.