← Directory
OXFORD LANE MANAGEMENT, LLC
CRD 154380File 801-71654
APPROVED
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.31B
Top 25% of cohort (national)
Discretionary AUM
$2.31B
Clients
1
1 accounts
Employees
23
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 22, 2010
- Principal office
- 8 SOUND SHORE DRIVE, SUITE 255, GREENWICH, CT, 06830
- Phone
- 203-983-5275
- Website
- https://www.oxfordfunds.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.31B
- Discretionary AUM
- $2.31B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- $2.31B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $2.31B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 24 | 23 | decreased by1 |
| Apr 1, 2026 | AUM | $2,547,832,470 | $2,312,519,870 | decreased by$235,312,600 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 24 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,238,955,108 | $2,547,832,470 | increased by$1,308,877,362 |
| Apr 1, 2022 | Employees | 22 | 23 | increased by1 |
| Apr 1, 2022 | AUM | $736,017,995 | $1,238,955,108 | increased by$502,937,113 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OXFORD LANE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OXFORD LANE” may also match similarly-named firms). Confirm identity against each filing.
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.