OXFORD GATE MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $90.9M |
| Discretionary | $90.9M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $90.9M |
| Employees | 23 |
| Peak AUM | $254.8MMar 2022 |
| AUM CAGR | -20.8% /yrover 4 yrs · 7 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $91M | 41.8% | 25.5% | 20.8% | |
| Discretionary AUM | $91M | ||||
Key Metrics
| Total AUM | $90.9M |
| Discretionary | $90.9M |
| Employees | 23 |
| Client Accounts | 1 |
Contact & Location
Address
8 SOUND SHORE DRIVE SUITE 255
GREENWICH CT 06830
Phone
845-224-3808
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$91M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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