Managers/Private equity/Indiana/Oxford Financial Group

Oxford Financial Group

Oxford Financial Group is a private equity manager in Carmel, IN. It is registered with the SEC as an investment adviser with $23.3B in regulatory assets and 156 staff. It has 16 funds on file, the latest reported in November 2025.

Funds on file
16
Raised, all funds
$695.4M
Regulatory assets
$23.3B
Staff
156
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Nov 2025 Exeter Partnership 2024, LLC Private equity $133.6M $200M
Nov 2025 Regent Street Partners Fund 2026, LLC Private equity $34.4M Not given
Nov 2024 Regent Street Partners Fund 2025, LLC Private equity $11.8M Not given
Dec 2023 Baseline Fitness Mayfair, LLC Private equity $168.4M $171M
Nov 2023 Regent Street Partners Fund 2024, LLC Private equity $4.2M Not given
Nov 2022 Regent Street Consumer Growth Fund P 2022-3, LLC Private equity $22M $22M
Nov 2022 Regent Street Partners Fund 2023, LLC Private equity $900K Not given
Sep 2022 Regent Street Healthcare Buyout Fund RG 2022-2, LLC Private equity $15.8M $15.8M
Apr 2022 Regent Street Industrial Buyout C 2022-1, LLC Private equity $11.5M $11.5M
Mar 2022 Tile Redi Mayfair, LLC Private equity $63M $75M
Jan 2022 Regent Street Partners Fund 2022, LLC Private equity $10.1M Not given
Sep 2021 Regent Street Services Buyout Fund P 2021-3, LLC Private equity $21.2M $21.2M
Sep 2021 Regent Street Tech Buyout Fund C 2021-4, LLC Private equity $51.5M $51.5M
Aug 2021 Regent Street Consumer Buyout Fund M 2021-2, LLC Private equity $48.8M $48.8M
Dec 2020 Regent Street Middle Market Buyout Fund C 2020-3, LLC Private equity $50.7M $50.7M
Oct 2020 Regent Street Distressed Fund M 2020-2, LLC Private equity $47.7M Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$23.3B
Employees156
Clients551 wealthy individuals, 48 private funds, 38 individuals, 29 pension plans, 18 charities, 11 companies and 2 insurers.
Control personsKristina, R Baron, Jarret, D. Blum, Brian, D Copsey, Charles, Richard Davis, Daniel, Joseph Ford, Nicholas, Steven Klein.
Private funds53 private funds holding $2.9B in gross assets.

Private funds it reports

FundTypeGross assets
Savile Row Diversifier Strategies Fund Hedge fund $638.7M
Poly-wood Mayfair Private equity $570.7M
Berkshire Long/short Strategies Fund Hedge fund $210.1M
Idw Mayfair Private equity $197.1M
Regent Street Co-investment Fund II 2021-1 Private equity $114.7M
Regent Street Co-investment Fund 2018-5 Private equity $91.6M
Regent Street Partners Fund 2022 Private equity $64M
Berkshire Hedged Equity Seg 2021-1 Hedge fund $63.9M
Savile Row Tax Advantaged Absolute Return Fund A 2018-1 Hedge fund $60.1M
Regent Street Middle Market Buyout Fund C 2020-3 Private equity $58.1M
Regent Street Middle Market Buyout Fund J 2020-1 Private equity $57M
Regent Street Distressed Fund M 2020-2 Other $47.9M
Regent Street Growth Equity Fund K 2017-1 Private equity $47.7M
Tile Redi Mayfair Private equity $45.4M
Regent Street Middle Market Buyout Fund G 2018-2 Private equity $44.9M