# Oxford Financial Group

Oxford Financial Group is a Multi Family Office based in Carmel, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Carmel, United States
- **Region:** North America
- **Address:** Carmel, IN, United States
- **Founded:** 1981
- **Assets under management:** 19.65B (Altss estimate)
- **Website:** ofgltd.com
- **LinkedIn:** https://www.linkedin.com/company/oxford-financial-group-ltd./

## Regulatory record

- **CRD number:** 105303
- **SEC file number:** 801-20692
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105303

## About

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 and Tile Redi acquired in 2022. 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.

## Sectors

- Private Equity
- Wealth Management
- Real Estate

## Offices

- Indianapolis, IN, United States
- Chicago, IL, United States
- Minneapolis, MN, United States
- Cincinnati, OH, United States
- Grand Rapids, MI, United States
- Atlanta, GA, United States
- Palm Beach, FL, United States

## People

- Jeffrey H. Thomasson — Founder
- Robert “Bo” D. Ramsey III — Co-Managing Partner & Chief Investment Officer
- Ben Ault — Managing Director

## Questions

### Who runs investment decisions at Oxford Financial Group?

Robert “Bo” D. Ramsey III serves as Co-Managing Partner and Chief Investment Officer. Ben Ault leads deal execution as Managing Director at Mayfair Capital Partners.

### Does Oxford Financial Group participate in fund commitments or only direct deals?

The firm does both. Mayfair Capital Partners executes direct control investments while Oxford also acts as an LP in third-party funds such as the 2025 IGP vehicle.

### What investment stages does Oxford Financial Group typically target?

Mayfair Capital Partners focuses on lower middle-market buyouts and growth equity. Equity checks range from $50 million to $125 million per transaction.

### Which sectors does Oxford Financial Group invest in through Mayfair Capital Partners?

Sectors include building products, consumer services, commercial products, technology, and financial services. Portfolio companies include Tile Redi, Baseline Fitness, and Innovative Display Works.

### How is Mayfair Capital Partners related to Oxford Financial Group?

Mayfair Capital Partners is the in-house direct private equity division of Oxford Financial Group. It was formally seeded with approximately $500 million around 2021-2022.

### Where does Oxford Financial Group maintain offices?

Headquarters is in Carmel, Indiana. Additional offices operate in Indianapolis, Chicago, Minneapolis, Cincinnati, Grand Rapids, Atlanta, and Palm Beach.

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Last updated: 2026-07-06T01:24:22.651Z

Canonical page: https://altss.com/profile/oxford-financial-group

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