OXFORD PARK MANAGEMENT, LLC

RIASEC RegisteredEst. 2023
Total AUM
$71.4M
Discretionary
$71.4M
100% of AUM
Avg account
$71.4M
Accounts
1
Employees
23
Advisory reps
7

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
324383
Registered since
January 12, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Oxford Park Management, LLC is an institutional-focused investment adviser registered in 2023 that concentrates on managing investment companies and acting as a sponsor or general partner for pooled investment vehicles. The firm’s stated advisory activity is portfolio management for investment companies, and its industry affiliations list roles as an investment adviser and sponsor, GP and managing member of pooled vehicles. That structure points to a manager that packages and runs collective investment structures rather than a traditional advisor servicing many retail household clients. The firm charges a combination of percentage-of-AUM and performance-based fees, which aligns with a manager that has incentive-aligned share classes or fund-level carry arrangements. Oxford Park is not identified as an active ESG investor and is not listed as a multi-state adviser. Its client base is institutional, and its investment activity appears centered on discretionary management of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • BRUCE RUBIN

    Chief Financial OfficerCRD 6554037

  • GERALD CUMMINS

    Chief Compliance OfficerCRD 1322563

Contacts

3 of 5
  • SANDRA ROSENTHAL

    MemberCRD 7673465

  • JONATHAN COHEN

    Board MemberCRD 1855647

  • SAUL ROSENTHAL

    Board MemberCRD 3125081

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
8 Sound Shore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth