Oxford Financial Group
Oxford Financial Group is a multi-family office headquartered in Carmel, United States. Founded in 1981 by investment advisor Jeffrey H.
Oxford Financial Group
Oxford Financial Group is a multi-family office headquartered in Carmel, United States. Founded in 1981 by investment advisor Jeffrey H. Thomasson, its origin lies in Thomasson’s fee-only registered investment advisory practice that expanded to serve affluent families and institutions across the country. The firm oversees multibillion-dollar assets, providing estate planning, portfolio construction and alternative investment access—delivering integrated wealth stewardship.
General information
Firm type
Multi Family Office
Year founded
1981
AUM
—
Location
Region
North America
Country
—
City
Carmel
Corporate office
—
Frequently asked questions
What is Oxford Financial Group?
Oxford Financial Group is a multi family office headquartered in Carmel.
When was Oxford Financial Group founded?
Oxford Financial Group was founded in 1981.
Where is Oxford Financial Group headquartered?
Oxford Financial Group is headquartered in Carmel, in the North America region.
What does Altss track for Oxford Financial Group?
Altss maintains an OSINT-verified profile of Oxford Financial Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Oxford Financial Group's website?
Oxford Financial Group's public website is ofgltd.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Oxford Financial Group?
Oxford Financial Group is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Oxford Financial Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Oxford Financial Group?
Oxford Financial Group's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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