OXFORD GATE MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$90.9M
Discretionary
$90.9M
100% of AUM
Avg account
$90.9M
Accounts
1
Employees
23
Advisory reps
5

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
297061
Registered since
December 16, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Oxford Gate Management, LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2021. The firm describes itself as a multifaceted fund manager with activity across hedge fund and private equity structures. Its primary advisory work is portfolio management for pooled investment vehicles; it also serves as an investment adviser and sponsor/GP/managing member of pooled vehicles, indicating active operational involvement in the funds it runs. Its client base is institutional, and compensation follows a traditional alternatives model: a percentage-of-AUM fee combined with performance-based fees. The firm is not positioned as an active ESG investor. The ownership structure is listed as a domestic entity and individual, and the adviser is affiliated with at least one related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • BRUCE RUBIN

    Chief Financial OfficerCRD 6554037

  • GERALD CUMMINS

    Chief Compliance OfficerCRD 1322563

Contacts

3 of 3
  • SAUL ROSENTHAL

    Board MemberCRD 3125081

  • JONATHAN COHEN

    Board MemberCRD 1855647

  • CHARLES ROYCE

    ChairmanCRD 406314

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

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