Oxford Real Estate Advisors Inc
- Regulatory AUM
- $117M
- Discretionary
- $0
- Clients
- 2
- Avg AUM / client
- $58.4M
- Accounts
- 1
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 23, 2024
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $117M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| The Oxford Fund, L.P. | Real Estate Fund | Pennsylvania | $0 | 3 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Guy, Steven, John | Chief Compliance Officer | Jul 1995 (31y) | 10% – 25% | |
| Mason, Mark, E. | Director/Shareholder | Jul 1995 (31y) | 10% – 25% | |
| Matter, David, Michael | Director/Shareholder | Jul 1995 (31y) | 10% – 25% | |
| Lewis, Anne, V | Trustee | Apr 2007 (19y) | ≈ 18.75% – 50% via Anne V. Lewis Marital Trust | |
| Albert, Brian, Michael | Vice President/Secretary | Feb 2010 (17y) | Less than 5% | |
| Lewis, Benjamin, Joseph | Trustee | Nov 2012 (14y) | GP / trustee / elected manager of Anne V. Lewis Marital Trust (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Anne V. Lewis Marital Trust | Shareholder | Apr 2007 | A | 25% – 50% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lewis, Anne, V: 75% – 100% of Anne V. Lewis Marital Trust × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| The Oxford Fund, L.P. | Real Estate Fund | $0 | $7.5M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2024 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2024.
View current Form ADV (SEC/IAPD) ↗