Oxford Real Estate Advisors Inc is a large advisory firm based in Pittsburgh. It manages $178.71 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Oxford Real Estate Advisors provides portfolio management for pooled investment vehicles and real estate investments. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oxford Real Estate Advisors Inc is $178.71 million. The firm's AUM has grown by 110% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Oxford Real Estate Advisors Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Mark E. Mason is pooled investment vehicles with 2 clients and $178.71 million of assets under management. Among the 8 most similar advisory firms, Oxford Real Estate Advisors has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $178.71 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Oxford Real Estate Advisors also advises several private funds. Namely, one real estate fund. The minimum investment commitment required of non-related persons is $7,500,000 for each fund.
Mark E. Mason has been acting as President since 1 Jul 1995. Joseph Mauro Saccomano joined the executive team most recently as the Chief Compliance Officer.
The principal office where Oxford Real Estate Advisors Inc performs its advisory services is located at One Oxford Centre, Pittsburgh, PA 15219 6401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 412-395-3494 or by fax 412-395-2173. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at orea-pgh.com (not active at this time).