OXFORD CAPITAL

Overview

Oxford Capital operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a personalized approach to investment management, tailoring strategies to meet the specific needs of its clients. While it does not actively engage in ESG investing, it maintains a straightforward fee structure based on a percentage of assets under management and fixed fees. The firm does not classify itself as a capital allocator or a pension consultant, which indicates a concentrated focus on individual and family clients rather than institutional investors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices