Oxford Real Estate Advisors Inc

RIASEC RegisteredEst. 1995
Total AUM
$117M
Discretionary
$0
0% of AUM
Avg account
$117M
Accounts
1
Employees
2
Advisory reps
4

Firm details

Headquarters
Pittsburgh, Pennsylvania
CRD number
107209
Registered since
September 29, 1995
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Oxford Real Estate Advisors Inc. is a corporate adviser focused on real estate investment and fund management. Registered with the SEC since 1995, the firm targets institutional clients and operates primarily as a real estate fund sponsor and broker. Its advisory activity centers on portfolio management for pooled investment vehicles, and it serves in sponsor/GP and managing-member roles for those vehicles. Fee arrangements include a mix of asset-based fees, fixed fees and performance-based fees. Oxford is not identified as an active ESG investor and is organized under domestic ownership with individual ownership involvement.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

Contacts

3 of 4
  • Steven Guy

    Steven Guy

    Vice PresidentCRD 2685970

  • Brian Albert

    Brian Albert

    Vice PresidentCRD 4362432

  • Mark Mason

    Mark Mason

    FounderCRD 4362412

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Wealth teams

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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

Pittsburgh, PA

Allegheny

Location

Pittsburgh, PA

Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
2545 Railroad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth