Oxford Gate Management, LLC
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Overview
Oxford Gate Management, LLC is a financial advisor company based in Greenwich, Connecticut. The firm has $219.7 million in total assets throughout two client accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). Oxford Gate Management, LLC has a small team, including 7 financial advisors. Oxford Gate Management, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like stocks, options and bonds.
Oxford Gate Management, LLC administers all of the company's client assets in a discretionary manner. Discretionary management means that buy and sell choices are made by a portfolio manager without requiring client approval. The company's typical account size is $109.8 million. The average advisor at Oxford Gate Management, LLC administers fewer than one client account, placing it among the most individualized firms in the country.
The firm's central office is located at 8 Sound Shore Drive Suite 255, Greenwich, Connecticut 6830. The firm is legally registered to provide services to clients in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Oxford Gate Management, LLC by the Numbers
$219.7 million
20
2
$109.8 million
Fee Structure
A financial advisor's fees are based on which services are offered. Fee types billed by Oxford Gate Management, LLC can be comprised of the following fee structures: asset-based or performance-based. The company does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its two customers, Oxford Gate Management, LLC's largest client group by number of accounts is pooled investment vehicles. None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Oxford Gate Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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