Oxford Park Management, LLC

RIASEC RegisteredEst. 2023
Total AUM
$71.4M
Discretionary
$71.4M
100% of AUM
Avg account
$71.4M
Accounts
1
Employees
23
Advisory reps
7

Firm details

Headquarters
Greenwich, Connecticut
CRD number
324383
Registered since
January 12, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Oxford Park Management, LLC is an SEC-registered limited liability company that positions itself as an institutional registered investment adviser focused on serving institutional clients. The firm provides portfolio management for investment companies and operates with an owner-operator structure (individual owner). Its compensation mixes asset-based fees with performance-based fees, indicating an active, outcome-oriented approach to client mandates. The firm does not identify as an active ESG investor and does not report multi-state advisory activity. Oxford Park is also affiliated with other investment adviser and sponsor roles and acts as a general partner/managing member of pooled investment vehicles. That combination of adviser and sponsor/GP responsibilities suggests the firm runs or oversees pooled funds in addition to providing advisory services to institutional accounts.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Bruce Rubin

    Bruce Rubin

    Chief Financial OfficerCRD 6554037

  • Gerald Cummins

    Gerald Cummins

    Chief Compliance OfficerCRD 1322563

Contacts

3 of 5
  • Sandra Rosenthal

    MemberCRD 7673465

  • Jonathan Cohen

    Jonathan Cohen

    Board MemberCRD 1855647

  • Saul Rosenthal

    Saul Rosenthal

    Board MemberCRD 3125081

Unlock 2 more contacts

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