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 an SEC‑registered investment adviser organized as an LLC and operating since 2003. The firm serves institutional clients and provides portfolio management specifically for investment companies. It uses a fee model that combines a percentage of assets under management with performance‑based fees. Oxford Square is also listed as an adviser and sponsor/GP/managing member of pooled investment vehicles, indicating it both advises funds and can act in a governance or sponsor role for pooled structures. The firm does not identify as an active ESG investor and is not marked as a multi‑state or newly formed 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
Owners & executives
2 of 2GERALD CUMMINS
Chief Compliance OfficerCRD 1322563
BRUCE RUBIN
Chief Financial OfficerCRD 6554037
Contacts
3 of 3SAUL ROSENTHAL
Board MemberCRD 3125081
JONATHAN COHEN
Board MemberCRD 1855647
CHARLES ROYCE
ChairmanCRD 406314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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