SourcingSourcing

OXFORD REAL ESTATE ADVISORS INC

B55
CRD 107209·SEC 801-50212·PITTSBURGH, PA
AUM
$116.9M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$351K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OXFORD REAL ESTATE ADVISORS INC
CRD
107209
SEC file #
801-50212
EIN
—
DBA names
—

Economics

AUM
$116.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$178.7M → $116.9M▼ -35%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
2
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
—
Primary office
PITTSBURGH PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
02/23/2024
ADV-W filed at
—
Website
orea-pgh.com (not active at this time)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANNE V. LEWIS MARITAL TRUST
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
ANNE V. LEWIS MARITAL TRUST
GUY, STEVEN, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:unparseable

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
STEVEN JOHN GUY
Direct Owner · 17.5%
2685970
MASON, MARK, E.
Direct Owner · 17.5%
4362412
DAVID MICHAEL MATTER
Direct Owner · 17.5%
4362419
ALBERT, BRIAN, MICHAEL
Executive Officer · 2.5%
4362432