Oxford Finance Advisors, LLC
Firm details
- Headquarters
- Alexandria, Virginia
- CRD number
- 304433
- Registered since
- July 22, 2022
- Website
- oxfordfinance.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles91.66%
- Other8.34%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Oxford Finance Advisors, LLC is an SEC-registered investment adviser organized as an LLC (registered in 2022) that primarily serves institutional clients through pooled investment vehicles. The firm is described as a multi-faceted fund manager with activity across hedge fund and securitized-asset strategies. Its advisory work centers on portfolio management for pooled vehicles and it also serves as a sponsor or general partner/ managing member of those vehicles. Compensation mixes percentage-of-AUM fees with performance-based fees and other fee arrangements. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4
John Philbrick
President and CEOCRD 1653007

Timothy Lex
President and Chief Executive OfficerCRD 2747684

Hans Houser
Chief Credit Officer & Senior Vice PresidentCRD 1864378
Contacts
2 of 2Joseph Scavetti
CCOCRD 2275422

Colette Featherly
SVPCRD 4430791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alexandria, VA
Alexandria City
Location
Alexandria, VA
Headquartered in Alexandria, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Alexandria City
- Address
- 115 S Union St
- Time zone
- ET (UTC-5)
- Office locations
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