← Directory
OXFORD REAL ESTATE ADVISORS INC
CRD 107209File 801-50212
APPROVED
Custody
Filing as of Feb 23, 2024
Feed vintage Aug 17, 2026
Regulatory AUM
$116.9M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $116.9M
Clients
2
1 accounts
Employees
2
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 29, 1995
- Principal office
- 2545 RAILROAD STREET, SUITE 300, PITTSBURGH, PA, 15222-7605
- Phone
- 412-261-1500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $116.9M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $116.9M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- $58.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $116.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.