Oxford Financial Group

Oxford Financial Group

Oxford Financial Group was established in 1981 by Jeffrey H. Thomasson. The firm began as a registered investment advisory practice and expanded to serve multiple families and institutions. Its headquarters remains in Carmel, Indiana. Mayfair Capital Partners serves as the direct private equity division. The platform targets lower middle-market buyouts and growth equity. Asset classes include private equity, public equities, and real estate. Confirmed holdings include Baseline Fitness acquired in February 2024, Tile Redi acquired in 2022, and Innovative Display Works. Geographic reach covers North America with activity in the United States and prior LP commitments alongside StepStone Group. The firm maintains offices in seven additional cities. Team size and total professionals are not publicly stated. Adjacent vehicles include The Trust Company of Oxford and philanthropic ties to the Indianapolis Symphony Orchestra Foundation and Juvenile Diabetes Research Foundation. February 2024: Mayfair Capital Partners acquired Baseline Fitness LLC, a 100-location Planet Fitness franchisee, from Freeman Spogli & Co. Oxford operates a hybrid model that seeds its own direct investment vehicle while maintaining LP commitments to third-party managers. This architecture allows clients access to both control positions through Mayfair and co-investment opportunities alongside external GPs.