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EGGZ

Legal name: OXBOW HOLDINGS, INC.

CRD 339061File 801-135143
APPROVED-120
Filing as of Jan 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$0
Bottom 25% of cohort (national)
Discretionary AUM
$0
Clients
0
0 accounts
Employees
2
Bottom 25% of cohort in MA

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
BRO
Registration date
Jan 13, 2026
Principal office
111 EAST OXBOW ROAD, CHARLEMONT, MA, 01370
Phone
413-625-6356

Assets & accounts

ADV Item 5F
Total regulatory AUM
$0
Discretionary AUM
$0
Non-discretionary AUM
$0
Discretionary accounts
0
Non-discretionary accounts
0
Total accounts
0
AUM per client

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients0
Aug 12, 2026RegistrationAPPROVED-120

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.