Firm profile

OXFORD SQUARE MANAGEMENT, LLC

GREENWICH, CTCRD 127888Latest ADV March 27, 2026

Oxford Square Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwich, CT. Its latest Form ADV filing, dated March 27, 2026, reports $307M in regulatory assets under management, 23 employees, and 1 account.

Assets Under Management
$307M
Employees
23
Offices
--
Total Clients
<5
Primary office
GREENWICH, CT
8 SOUND SHORE DRIVE, SUITE 255, GREENWICH, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOJonathan H. Cohen
CCOGerald R. Cummins
CFOBruce L. Rubin

Advisory services offered

1 types reported
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentBDCs represent 100.0% of total clients.
Top client categories% of clientsClients
1
BDCs
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$307Mas of March 27, 2026
Discretionary100.0%
$307M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$307M
Total Accounts1
10Y AUM Change$-306M (-49.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees23
Clients per Employee0:1
10Y Employee Change+5 (+27.8%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.