AUMdb

Oxford Park Management, Llc

SEC-registered Mutual Fund / Asset Manager · Boutique (under $100M) CRD 324383 · SEC file 801-127170 · Greenwich, CT · www.oxfordfunds.com
☆ Save with Pro ADV data as of Mar 27, 2026
Regulatory AUM
$71.4M
Discretionary
$71.4M
Clients
1
Avg AUM / client
$71.4M
Accounts
1
Employees
23

AUM over time

$0 $71.4M
Dec 12, 2022 Mar 27, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 1 $71.4M 100.0%

People (7)

NameRole / titleCredentialsWith firm sinceOwnership
Cohen, Jennifer, Paul Member Nov 2022 (4y) 10% – 25%
Cohen, Jonathan, Harris Ceo Nov 2022 (4y) 10% – 25%
Cummins, Gerald, Richard Chief Compliance Officer Nov 2022 (4y) Less than 5%
Rosenthal, Sandra Member Nov 2022 (4y) 10% – 25%
Rosenthal, Saul, Barak President Nov 2022 (4y) 10% – 25%
Royce, Charles, Morgan Member Nov 2022 (4y) 5% – 10%
Rubin, Bruce, Lawrence Chief Financial Officer Nov 2022 (4y) Less than 5%

Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/27/2026 1.15 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

Services

  • Portfolio management for investment companies

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: Mar 27, 2026.

View current Form ADV (SEC/IAPD) ↗