OXFORD REAL ESTATE ADVISORS INC
Adviser information for OXFORD REAL ESTATE ADVISORS INC last updated from Form ADV on February 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 1 | $116.9M |
| Total | 1 | $116.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $116.9M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesREAL ESTATE INVESTMENTS |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
| Other Business Activities | Real estate broker, dealer, or agent |
Identifiers
| SEC RIA File Number | 801-50212 |
|---|---|
| SEC ERA File Number | 801-50212 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107209 |
| Legal Entity Identifier | None |
Principal Office
2545 RAILROAD STREETSUITE 300
PITTSBURGH
PA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 412-261-1500, Fax: 412-642-7543
Chief Compliance Officer
STEVEN J GUY
2545 RAILROAD STREET
SUITE 300
PITTSBURGH
PA
United States
Tel:
412-395-3469
S***@********************M
(Full email address available in API data)
Industry Affiliates
| OXFORD FUND MANAGEMENT, INC. | Sponsor, GP, manager of pooled investment vehicles |
| OXFORD REALTY SERVICES, INC. | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| THE OXFORD FUND, L.P. | Real Estate Fund | $0.0M | $7.5M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MASON, MARK, E. | Individual | – | DIRECTOR/SHAREHOLDER | 07/1995 | 10-25% |
| MATTER, DAVID, MICHAEL | Individual | – | DIRECTOR/SHAREHOLDER | 07/1995 | 10-25% |
| GUY, STEVEN, JOHN | Individual | – | CHIEF COMPLIANCE OFFICER | 07/1995 | 10-25% |
| ALBERT, BRIAN, MICHAEL | Individual | – | VICE PRESIDENT/SECRETARY | 02/2010 | < 5% |
| ANNE V. LEWIS MARITAL TRUST | Domestic Entity | – | SHAREHOLDER | 04/2007 | 25-50% |
| LEWIS, ANNE, V | Individual | ANNE V. LEWIS MARITAL TRUST | TRUSTEE | 04/2007 | > 75% |
| LEWIS, BENJAMIN, JOSEPH | Individual | ANNE V. LEWIS MARITAL TRUST | TRUSTEE | 11/2012 |