Investment adviser · CRD 105303

OXFORD FINANCIAL GROUP, LTD

Investment adviser filing (IA)

OXFORD FINANCIAL GROUP, LTD. LLC

CARMEL, IN, United States · Form ADV filed Jul 9, 2026

Regulatory AUM: $23.3B
Client accounts: 6,593
Employees: 156
Advisory professionals: 36

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	551	$13,854,781,586	59.4%
Pooled investment vehicles	48	$4,547,482,343	19.5%
Retirement plans	29	$3,315,030,972	14.2%
Corporations & businesses	11	$1,136,810,350	4.9%
Charities	18	$413,860,202	1.8%
Insurance companies	Fewer than 5	$43,526,609	0.2%
Individuals	38	$19,357,671	0.1%

Filing source

Form ADV 2118086 · Jul 9, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

SAVILE ROW DIVERSIFIER STRATEGIES FUND, LLCHedge Fund · Last reported Jul 9, 2026$1.1BGross asset value

Form D fundraising filings

Savile Row Diversifier Strategies Fund, LLC

Auditor GRASSI & CO. NEW YORK, New York, United States

Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

GRASSI & CO.
PCAOB 606

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Fund details & source

Fund ID: 805-7532992950
Reported beneficial owners: 350
Minimum commitment: $150K
Form D file number: 021-404029

Form ADV 2118086 · Jul 9, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BERKSHIRE LONG/SHORT STRATEGIES FUND, LLCHedge Fund · Last reported Jul 9, 2026$347MGross asset value

Form D fundraising filings

Berkshire Long/Short Strategies Fund, LLC

Auditor GRASSI & CO. NEW YORK, New York, United States

Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

GRASSI & CO.
PCAOB 606

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Fund details & source

Fund ID: 805-8917419519
Reported beneficial owners: 264
Minimum commitment: $150K
Form D file number: 021-431561

Form ADV 2118086 · Jul 9, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BASELINE FITNESS MAYFAIR, LLCPrivate Equity Fund · Last reported Jul 9, 2026$217MGross asset value

Form D fundraising filings

Baseline Fitness Mayfair, LLC

Auditor GRASSI & CO. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

GRASSI & CO.
PCAOB 606

Fund details & source

Fund ID: 805-9558898041
Reported beneficial owners: 219
Minimum commitment: $250K
Form D file number: 021-500088

Form ADV 2118086 · Jul 9, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

REGENT STREET CO-INVESTMENT FUND II 2021-1, LLCPrivate Equity Fund · Last reported Jul 9, 2026$150MGross asset value

Form D fundraising filings

Regent Street Co-Investment Fund II 2021-1, LLC

Auditor GRASSI & CO. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

GRASSI & CO.
PCAOB 606

Fund details & source

Fund ID: 805-3132785267
Reported beneficial owners: 165
Minimum commitment: $150K
Form D file number: 021-402599

Form ADV 2118086 · Jul 9, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

REGENT STREET PARTNERS FUND 2022, LLCPrivate Equity Fund · Last reported Jul 9, 2026$142MGross asset value

Form D fundraising filings

Regent Street Partners Fund 2022, LLC

Auditor GRASSI & CO. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

GRASSI & CO.
PCAOB 606

Fund details & source

Fund ID: 805-5193383245
Reported beneficial owners: 178
Minimum commitment: $150K
Form D file number: 021-430378

Form ADV 2118086 · Jul 9, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IDW MAYFAIR, INC.Private Equity Fund · Last reported Jul 9, 2026$141MGross asset value

Form D fundraising filings

IDW Mayfair, Inc.

Auditor CROWE LLP LOS ANGELES, California, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

CROWE LLP
PCAOB 173

Fund details & source

Fund ID: 805-7919537100
Reported beneficial owners: 102
Minimum commitment: $313K
Form D file number: 021-311568

Form ADV 2118086 · Jul 9, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

REGENT STREET CO-INVESTMENT FUND 2023-1, LLCPrivate Equity Fund · Last reported Jul 9, 2026$104MGross asset value

Form D fundraising filings

Regent Street Co-Investment Fund 2023-1, LLC

Auditor GRASSI & CO. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

GRASSI & CO.
PCAOB 606

Fund details & source

Fund ID: 805-3316327420
Reported beneficial owners: 198
Minimum commitment: $150K
Form D file number: 021-486738

Form ADV 2118086 · Jul 9, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 9, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

11711 NORTH MERIDIAN STREET, SUITE 600
CARMEL, IN, 46032, United States

CRD 105303

Filing source

Form ADV 2118086 · Jul 9, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.