Oxford Financial Group, founded in 1981 in Indianapolis, Indiana, is a multi-family office that gives wealth management advice and offers family office services to high-net-worth individuals, families, foundations, and endowments. It is one of the biggest independent RIA firms nationwide, overseeing more than $30 billion in assets under advisement, a total that also covers assets under management. Seven market offices, located in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis and Palm Beach, are staffed by 22 Managing Directors who serve over 700 family and institutional clients across 36 states.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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