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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-09-2013
- Office Locations
- 1
Office Locations
About Oxford Chase Advisors LLC
Oxford Chase Advisors LLC provides value-oriented investment management for high net worth individuals, families, and institutions. Portfolios follow a disciplined value investing framework and may incorporate mutual funds and ETFs alongside portfolio construction and financial planning. Custody is supported through Fidelity/NFS and Interactive Brokers. The firm donates 1% of revenue to local charities.
Team overview
Insights
Accredited Investors
Client Personas
Investment Vehicles
Services
Owner & Executives
MANISH KAPOOR
Advisor, GENERAL PARTNER
- CRD
- #6246801
- Ownership
- 25% but less than 50%
MANOJ MADHAVAN
Advisor, Chief Compliance Officer
- CRD
- #6246799
- Ownership
- 25% but less than 50%
Beacon eagle
Summit prime horizon
- CRD
- #95674
- Ownership
- 40.1%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $89,600,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $621,791,247 | 28.3% |
| Equity - Exchange | $602,016,967 | 27.4% |
| Cash | $973,334,000 | 44.3% |
| Total | $2,197,142,214 | 100.0% |