Oxford Finance Advisors, LLC

Fee-Only (% of Portfolio)

Oxford Finance Advisors (OF Advisors) manages investments for privately offered investment funds. These funds primarily invest in debt securities and related equity in healthcare companies. OF Advisors' clients are the funds themselves, not individual investors. Oxford Finance, the parent company, is a specialty lending company that may invest in similar companies as the funds.

Assets Under Management$1.6B
Clients4
AdvisorsN/A
Avg. per Client$400M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

OF Advisors manages investments for privately offered investment funds, not individual investors. The firm is compensated through management fees and potentially performance-based compensation. Management fees are based on either the aggregate outstanding balance of all investments of the fund or the net asset value of the investment of the fund. Performance fees are a portion of the distributable proceeds to the Adviser, subject to the achievement of a specified cumulative annual return.

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Oxford Finance Advisors, LLC | TrueAdvisor