Oxford Square Management, LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 127888
- Registered since
- August 13, 2003
- Website
- www.oxfordfunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Business Development Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Oxford Square Management, LLC is a small, SEC-registered institutional registered investment adviser organized as an LLC and operating since 2003. The firm serves institutional clients and focuses on portfolio management for investment companies. Its business footprint includes acting as an adviser and as a sponsor/GP/managing member for pooled investment vehicles, and its compensation includes both a percentage-of-assets fee and performance-based fees. The firm is not designated as a capital allocator and does not report active ESG investing. It appears set up to run pooled or managed vehicles for institutional capital rather than to provide broad retail advisory services or multi-state retail distribution.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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