Oxford Financial Group
Multi family office in Carmel, United States, founded 1981; estimated AUM $19.6B; focus on real estate.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Carmel, United States
- OFFICES
- Indianapolis, IN, United States · Chicago, IL, United States · Minneapolis, MN, United States · Cincinnati, OH, United States · Grand Rapids, MI, United States · Atlanta, GA, United States · Palm Beach, FL, United States
- FOUNDED
- 1981
- AUM
- ~$19.6B (2026, press estimate)
Investment approach
- SECTORS
- Real Estate & PropTech
- ROUTES
- Companies (own capital)
Overview
Headquartered in Carmel, United States, the firm is listed as a multi family office founded in 1981. Its assets under management are estimated at $19.6B (2026); sectors on record are real estate. Other offices: Indianapolis, IN, United States; Chicago, IL, United States; Minneapolis, MN, United States; it invests directly in companies; 3 people are named on its team.
People
- Robert “Bo” D. Ramsey IIICo-Managing Partner & Chief Investment Officer · source
- Jeffrey H. ThomassonFounder · source
- Ben AultManaging Director · source
Frequently asked questions
Oxford Financial Group is a multi family office based in Carmel, the United States, founded in 1981.
Oxford Financial Group invests its own capital into companies.
Oxford Financial Group invests in Real Estate & PropTech.
Key people at Oxford Financial Group include Jeffrey H. Thomasson (Founder), Robert “Bo” D. Ramsey III (Co-Managing Partner & Chief Investment Officer) and Ben Ault (Managing Director).