Oxford Finance Advisors, Llc
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 4
- Avg AUM / client
- $602M
- Accounts
- 4
- Employees
- 84
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $2.2B | 91.7% |
| Other | 1 | $201M | 8.34% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $1.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Oxford Finance Credit Fund Iii Lp | Hedge Fund | Canada | $673M | 2 |
| Oxford Finance Credit Fund Ii Lp | Hedge Fund | Delaware | $349M | 3 |
| Oxford Finance Credit Fund I Lp | Hedge Fund | Delaware | $212M | 1 |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gontar, Michael, Nmn | Member | Nov 2016 (10y) | ≈ 7.03% – 37.5% via Wcp Oxford Ventures Llc | |
| Lex, Timothy, Arthur | Executive Vice President & Chief Operating Officer | Nov 2016 (10y) | Less than 5% | |
| Philbrick, John, A | Manager | Nov 2016 (10y) | GP / trustee / elected manager of Oxford Holdco Llc (indirect) | |
| Philbrick, John, Alden | Member | Nov 2016 (10y) | ≈ 3.52% – 25% via Oxford Finance Partners Llc | |
| Tenenbayev, Stanislav, Nmn | Manager | Nov 2016 (10y) | GP / trustee / elected manager of Oxford Holdco Llc (indirect) | |
| Toan, Robert, Winthrop | Manager | Nov 2016 (10y) | GP / trustee / elected manager of Oxford Holdco Llc (indirect) | |
| Featherly, Colette, Hastings | Senior Vice President | Mar 2019 (7y) | Less than 5% | |
| Houser, Hans, Strickler | Senior Vice President & Chief Credit Officer | Mar 2019 (7y) | Less than 5% | |
| Friedman, Joshua, Morris | Vice President & Chief Financial Officer | Jun 2019 (7y) | Less than 5% | |
| Abbott, Tracy, Kate | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oxford Finance Llc | Sole Member | Mar 2019 | A | 75% or more |
| Oxford Holdco Llc | Sole Member | Apr 2011 | B | ≈ 56.25% – 100% via Oxford Finance Llc |
| Wcp Oxford Ventures Llc | Member | Nov 2016 | B | ≈ 28.13% – 75% via Oxford Holdco Llc |
| Oxford Finance Partners Llc | Member | Nov 2016 | B | ≈ 14.06% – 50% via Oxford Holdco Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gontar, Michael, Nmn: 25% – 50% of Wcp Oxford Ventures Llc × 50% – 75% of Oxford Holdco Llc × 75% – 100% of Oxford Finance Llc × 75% – 100% direct ≈ 7.03% – 37.5% of the firm
- Philbrick, John, Alden: 25% – 50% of Oxford Finance Partners Llc × 25% – 50% of Oxford Holdco Llc × 75% – 100% of Oxford Finance Llc × 75% – 100% direct ≈ 3.52% – 25% of the firm
- Oxford Holdco Llc: 75% – 100% of Oxford Finance Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Wcp Oxford Ventures Llc: 50% – 75% of Oxford Holdco Llc × 75% – 100% of Oxford Finance Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Oxford Finance Partners Llc: 25% – 50% of Oxford Holdco Llc × 75% – 100% of Oxford Finance Llc × 75% – 100% direct ≈ 14.06% – 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 (3, $1.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Oxford Finance Credit Fund Iii Lp | Hedge Fund | $673M | $50.0M | 2 |
| Oxford Finance Credit Fund Ii Lp | Hedge Fund | $349M | $50.0M | 3 |
| Oxford Finance Credit Fund I Lp | Hedge Fund | $212M | $50.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.73 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
- • Performance-based fees
- • Other fees
- • ORIGINATION, LEVERAGE SOURCING AND ADMINISTRATION FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗