RIA Intel›Advisers›Connecticut›OXFORD BRIDGE MANAGEMENT, LLC

OXFORD BRIDGE MANAGEMENT, LLC

Advisory

N·GREENWICH, CT

Data as of Sep 30, 2021 · Source: SEC Form ADV

Total AUM

$335M

1-Year AUM Growth

0.0%

3-Year CAGR

-3.2%

Employees

11

Assets Under Management

Total AUM$335M

Discretionary AUM$335M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees11

Investment Advisers22

Employee Growth (1Y)—

Filing History

Total Filings on Record14

First FilingOct 23, 2015

Latest FilingSep 30, 2021

🔒 Full AUM trend chart and 14 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OXFORD BRIDGE MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.