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Former SEC-registered adviser

O••••• A•••• M•••••••••

Former SEC-registered adviserO•••••, CRD 136937SEC 801-65987website IAPD

Legal name O••••• A•••• M••••••••• L••

Latest filing Dec 19, 2019

First filing on the tape Jan 17, 2012 · 22 filings

RAUM

$7.1B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

54 advisory (5.B.1)

Offices

beyond the principal office

Private funds

$7.1B gross assets

History

22 filings and snapshots on the tape

RAUM$9.6B as of Jun 27, 2019

Jun 26, 2012$9.5B then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Jun 27, 2019

Jun 26, 20120 then

Employees (5.A)80 as of Jun 27, 2019

Jun 28, 201355 then

Private funds1 as of Jun 27, 2019

Jun 26, 20121 then

RAUM -38% over the last fiscal year-18% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Dec 19, 2019; every figure names its basis

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $7.1BderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year: -17%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, performance-basedreportedItem 5.E
Advisory activities: portfolio management for pooled vehiclesreportedItem 5.G
Custody: $2.4B, 1 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$7.1B100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 1reported
Financial planning clients: n/areported
Wrap fee programs: noreported
Custody of client assets: $2.4B for 1 clientsreported
Compensation: % of AUM, performancereported
Class basis: absent from the latest SEC rosterderived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

3 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
O••••• L••••••• F••• L••••••	Hedge Fund	$208M	4	Jun 28, 2021
O••••• E•••••• F••• L••••••	Hedge Fund	$32.5M	3	Jun 28, 2021
O••• Q•••• F••• L••••••	Hedge Fund	$8.9M	42	Mar 6, 2012

Owners and control persons

Schedule A and B, latest filing

B••••••••• R••••••• S••• · Chief Financial Officercontrol
since 01/2017 · owns less than 5%
B••••• M•••••• R•••••• · Chief Operating Officercontrol
since 11/2011 · owns less than 5%
C•••••• E••••• R••• · General Counselcontrol
since 03/2010 · owns less than 5%
G•••••••• D•••••• L••••• K••••• · Chief Compliance Officercontrol
since 01/2019 · owns less than 5%
L•••••• D•••• · Partnercontrol
since 12/2008 · owns less than 5%
N••••••• T••••• · Partnercontrol
since 10/2015 · owns less than 5%
S••••• A•••• · Partnercontrol
since 10/2002 · owns 75% or more
T•••••• D•••• · Partnercontrol
since 04/2011 · owns less than 5%
M••••• S••••••• N••• · Partner
since 10/2002 · owns 10% to 25%

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Assets in custody · $2.8B to $2.4B
Jun 27, 2019 to Dec 19, 2019
Discretionary RAUM · $9.6B to $7.1B
Jun 27, 2019 to Dec 19, 2019
Pooled vehicle RAUM · $9.6B to $7.1B
Jun 27, 2019 to Dec 19, 2019
RAUM · $9.6B to $7.1B
Jun 27, 2019 to Dec 19, 2019
Advisory employees · 57 to 54
Apr 8, 2019 to Jun 27, 2019
Assets in custody · $3.0B to $2.8B
Apr 8, 2019 to Jun 27, 2019
Employees · 83 to 80
Apr 8, 2019 to Jun 27, 2019
Discretionary RAUM · $9.7B to $9.6B
Apr 8, 2019 to Jun 27, 2019
Pooled vehicle RAUM · $9.7B to $9.6B
Apr 8, 2019 to Jun 27, 2019
RAUM · $9.7B to $9.6B
Apr 8, 2019 to Jun 27, 2019
Discretionary RAUM · $10B to $9.7B
Jan 14, 2019 to Apr 8, 2019
Pooled vehicle RAUM · $10B to $9.7B
Jan 14, 2019 to Apr 8, 2019
RAUM · $10B to $9.7B
Jan 14, 2019 to Apr 8, 2019
Assets in custody · $3.5B to $3.0B
Jun 28, 2018 to Oct 18, 2018
Employees · 85 to 83
Jun 28, 2018 to Oct 18, 2018
Discretionary RAUM · $12B to $10B
Jun 28, 2018 to Oct 18, 2018
Pooled vehicle RAUM · $12B to $10B
Jun 28, 2018 to Oct 18, 2018
RAUM · $12B to $10B
Jun 28, 2018 to Oct 18, 2018
Related bank · true to false
Jun 28, 2018 to Oct 18, 2018
Advisory employees · 55 to 57
Jun 29, 2017 to Jun 28, 2018
Pooled vehicle clients · unset to 1.0
Jun 29, 2017 to Jun 28, 2018
Assets in custody · $4.1B to $3.5B
Jun 29, 2017 to Jun 28, 2018
Employees · 84 to 85
Jun 29, 2017 to Jun 28, 2018
Financial planning clients · 0 to unset
Jun 29, 2017 to Jun 28, 2018
Other offices · unset to 0.0
Jun 29, 2017 to Jun 28, 2018
Discretionary RAUM · $13B to $12B
Jun 29, 2017 to Jun 28, 2018
Pooled vehicle RAUM · unset to 11591000000.0
Jun 29, 2017 to Jun 28, 2018
RAUM · $13B to $12B
Jun 29, 2017 to Jun 28, 2018
Advisory employees · 56 to 55
Feb 7, 2017 to Jun 29, 2017
Assets in custody · $4.1B to $4.1B
Feb 7, 2017 to Jun 29, 2017
Employees · 76 to 84
Feb 7, 2017 to Jun 29, 2017
Discretionary RAUM · $10B to $13B
Feb 7, 2017 to Jun 29, 2017
RAUM · $10B to $13B
Feb 7, 2017 to Jun 29, 2017
Related adviser · true to false
Feb 7, 2017 to Jun 29, 2017
Assets in custody · $4.0B to $4.1B
Nov 16, 2016 to Feb 7, 2017
Discretionary RAUM · $12B to $10B
Nov 16, 2016 to Feb 7, 2017
RAUM · $12B to $10B
Nov 16, 2016 to Feb 7, 2017
Advisory employees · 50 to 56
Jul 26, 2016 to Nov 16, 2016
Assets in custody · $4.5B to $4.0B
Jul 26, 2016 to Nov 16, 2016
Employees · 71 to 76
Jul 26, 2016 to Nov 16, 2016

Signals

4 dated events

O••••• A•••• M••••••••• reported RAUM $7.1B, down 25% from $9.6B (2019-06-27 to 2019-12-19)
Dec 19, 2019 · RAUM change · derived
Michael Steven Kurlander (Partner) no longer on Schedule A of O••••• A•••• M••••••••• (listed 2019-06-27, absent 2019-12-19)
Dec 19, 2019 · Control person left · inference
Michael Ian Christopher Bell (Chief Compliance Officer) no longer on Schedule A of O••••• A•••• M••••••••• (listed 2018-10-19, absent 2019-01-14)
Jan 14, 2019 · Control person left · inference
Louise Keynes Davina Guinness (Chief Compliance Officer) appeared on Schedule A of O••••• A•••• M•••••••••
Jan 14, 2019 · Control person joined · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/oxford-asset-management-llp/aboutreportedpublic record, Form ADV, Sep 21, 2026
Website: O•••.COMreportedpublic record, Form ADV, Sep 21, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026