Oxford Bridge Management, LLC (Greenwich)

Oxford Bridge Management, LLC is a large advisory firm based in Greenwich. It manages $312.99 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Connecticut.

Oxford Bridge Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oxford Bridge Management: assets under management

The assets under management (AUM) of Oxford Bridge Management, LLC is $312.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 109% since the beginning of its operation, and $32.37 million of the total AUM is attributable to clients outside of the United States.

The firm manages $312.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $104.33 million each.

Oxford Bridge Management has custody of $306.73 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oxford Bridge Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Saul Barak Rosenthal serves?

The only and largest group of clients of Saul Barak Rosenthal is pooled investment vehicles with 3 clients and $312.99 million of assets under management. Among the 9 most similar advisory firms, Oxford Bridge Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $312.99 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Oxford Bridge Management also advises several private funds. Namely, one hedge fund and two private equity funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Oxford Bridge Management, LLC

The company employs 20 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Saul Barak Rosenthal has been acting as President since 1 Oct 2015. Charles Morgan Royce joined the executive team most recently as the Special Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Harris Cohen	Ceo	1 Oct 2015	Other	1855647
Saul Barak Rosenthal	President	1 Oct 2015	Other	3125081
Gerald Richard Cummins	Chief compliance officer	1 Oct 2015	Other	1322563
Bruce Lawrence Rubin	Chief financial officer	1 Oct 2015	Other	6554037
Llc Oxford Funds	Member	1 Oct 2015	50% - 75%	32-0052735
Darryl Marlowe Monasebian	Member	1 Oct 2015	Other	2756139
Debdeep Maji	Member	1 Oct 2015	Other	6772348
Llc Bdc Partners	Member	1 Oct 2015	50% - 75%	32-0052735
Charles Morgan Royce	Special member	1 May 2017	Other	406314

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Harris Cohen	Managing member	1 Jun 2010	50% - 75%	1855647
Saul Barak Rosenthal	Member	1 Jun 2010	25% - 50%	3125081

Based in Greenwich

The principal office where Oxford Bridge Management, LLC performs its advisory services is located at 8 Sound Shore Drive Suite 255, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-983-5275 or by fax 203-983-5290. The normal business hours are 8:30-5:30 on Monday - Friday.