SourcingSourcing

OXFORD PARK MANAGEMENT, LLC

C32
CRD 324383·SEC 801-127170·GREENWICH, CT
AUM
$71.4M
$25M-$100M
Est. Revenue
$714K
@ 1% on AUM
Est. EBITDA
$214K
@ 30% margin
Est. Deal Value
$1.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OXFORD PARK MANAGEMENT, LLC
CRD
324383
SEC file #
801-127170
EIN
—
DBA names
—

Economics

AUM
$71.4M
AUM band
$25M-$100M
AUM trajectory
'25'26
$25.9M → $71.4M▲ +176%
Client mix
Investment Companies1

Operations

Employees (total)
23
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
7 advisors → 7 advisors▬ 0%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
oxfordfunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COHEN, JONATHAN, HARRIS
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
COHEN, JONATHAN, HARRIS
ROSENTHAL, SAUL, BARAK
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
ok
Rdap Domain
OXFORDFUNDS.COM
Rdap Domain Creation Date
2016-03-17T14:28:40Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

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 (14)

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
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-19T11:59:59Z
Rdap Domain Last Changed
2025-03-20T11:47:44Z
Rdap Nameservers
Ns07.domaincontrol.comNs08.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1855647
Trust Company Affiliate
No

People (7)

7
COHEN, JONATHAN, HARRIS
Direct Owner · 17.5%
1855647
ROSENTHAL, SAUL, BARAK
Direct Owner · 17.5%
3125081
COHEN, JENNIFER, PAUL
Direct Owner · 17.5%
7673469
ROSENTHAL, SANDRA
Direct Owner · 17.5%
7673465
CHARLES MORGAN ROYCE
Direct Owner · 7.5%
406314
RUBIN, BRUCE, LAWRENCE
Executive Officer · 2.5%
6554037
CUMMINS, GERALD, RICHARD
Executive Officer · 2.5%
1322563