Skip to main content
Caplight Logo









Oxford Financial Group, Ltd.

Oxford Financial Group, Ltd.

Carmel, Indianaofgltd.com

Overview

Oxford Financial Group, Ltd. is a fee-only registered investment advisor and multi-family office that provides generational estate planning, family office services, and investment solutions to high-net-worth families and institutions, with special expertise in private equity and alternative investments.

Year Founded

1981

Portfolio Companies

2

Website

ofgltd.com

Investments

Oxford Financial Group, Ltd. investments
CompanyDateStageLead
Baja Aqua-FarmsNov 2023Private EquityCo-investor
POLYWOODDec 2015Private EquityLead

Key People

Kristina Baron

Co Managing Partner

Bo Ramsey

Co-Managing Partner & Chief Investment Officer, Chief Investment Officer

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

Premium
SeedSeries ASeries BGrowth

Unlock portfolio analytics

Sign up to view full sector, stage, and valuation breakdowns for this investor.

Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Unlock portfolio analytics

Sign up to explore yearly investment trends and funding raised over time.

FAQ

Firmographic Details

HeadquartersCarmel, Indiana
Year Founded1981

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.

See something wrong or outdated?