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11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-01-05 |
Branch Locations
11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxford Financial Group, Ltd | Carmel | IN | 08/2015 | 12/2017 |
| Oxford Financial Group, Ltd | Carmel | IN | 12/2017 | 12/2018 |
| Oxford Financial Group, Ltd | Carmel | IN | 12/2018 | 12/2020 |
| Oxford Financial Group, Ltd | Carmel | IN | 01/2021 | Present |
As part of my role as an Oxford Investment Fellow, I serve on Limited Partner Advisory Committees for certain underlying investment funds where an Oxford private fund is a limited partner and receive no compensation for this role. I am a board member of Latitude Interiors Group (formerly known as SkyPaxxx Interior Repairs, LLC) which was a co-investment approved by our investment committee for inclusion in the 2023 Co-Investment Fund. The GP is Banbury Private Capital and we are the largest LP in the deal. This will be a non-paid position and will not create any potential conflict of interest. Innovative DisplayWorks, Inc., investment related, Board Member, Start date of 8/1/2024, 20 hours per month
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