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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Texas HQ: Austin, TX

Oxbow Advisors

$2.5B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($208.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Real Assets, Multi-Strategy (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
18
5 Open Source Trails Below
Sum of Disclosed Rows
$208.9M
Total AUM: $2.5B
Median Disclosed Amount
$12.7M
Range: $5.0M – $17.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Oxbow Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Strategic Special VIAdviser 7.B Vehicle Private Credit 2025
$15.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Newlight Senior Credit Opportunities Fund IVAdviser 7.B Vehicle Private Credit 2025
$14.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Deerfield Healthcare Innovations Fund LPAdviser 7.B Vehicle Venture Capital 2025
$12.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Elliott Associates LPAdviser 7.B Vehicle Multi-Strategy 2024
$10.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Thrive Capital Partners IX Growth LPAdviser 7.B Vehicle Venture Capital 2024
$14.2M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Oxbow Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Oxbow Advisors (Family Office / MFO, $2.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 18.7% Actual; $7.4M Unallocated Target Bandwidth). SEC Form ADV (801-72387, CRD #156393) verified $2.46B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Oxbow Advisors

576 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Oxbow Advisors (18 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 8 Shared Vehicles

Calvert Research And Management

OCIO / Wealth RIA Washington, DC
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Menlo Ventures XVI (2023 Vintage)
Oxbow Advisors: $15.0M · SEC Form ADV 7.B
Calvert Research And Management: $35.0M · SEC Form ADV 7.B

Additional shared vehicles: Ridgemont IV (2022 Vintage) · Ridgewood Water & Strategic Infrastructure Fund II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Croton Currituck Northrop Mutual & Casualty Insurance General Account

Insurance Company Croton-on-Hudson, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ridgemont IV (2022 Vintage)
Oxbow Advisors: $13.0M · SEC Form ADV 7.B
Croton Currituck Northrop Mutual & Casualty Insurance General Account: $34.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Ridgewood Water & Strategic Infrastructure Fund II (2022 Vintage) · Ridgewood Water II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Gaston Fenwick Lindqvist Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ridgewood Water & Strategic Infrastructure Fund II (2022 Vintage)
Oxbow Advisors: $11.2M · SEC Form ADV 7.B
Gaston Fenwick Lindqvist Industrial Consolidated Master Retirement Trust: $22.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Ridgemont IV (2022 Vintage) · Ridgewood Water II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+573 Additional Institutional LPs Report Shared Vehicles with Oxbow Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Oxbow Advisors

You are viewing 5 open public preview records (out of 18 total tracked records for Oxbow Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (576 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Oxbow Advisors

Buyout LPs →Venture Capital LPs →Private Credit LPs →Real Assets LPs →Multi-Strategy LPs →

Frequently Asked Questions: Oxbow Advisors

What type of institutional allocator is Oxbow Advisors and what is their typical disclosed ticket size?

Oxbow Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Texas; Headquarters: Austin, TX). Across 18 historical disclosure records tracked on Prilago ($208.9M total parsed USD across disclosed rows), the median disclosed amount is $12.7M (range: $5.0M to $17.2M).

Which private-market strategies appear in Oxbow Advisors's public disclosures?

Oxbow Advisors has disclosed records across Buyout, Venture Capital, Private Credit, Real Assets, Multi-Strategy. Open preview records include Strategic Special VI (2025 Vintage), Newlight Senior Credit Opportunities Fund IV (2025 Vintage), Deerfield Healthcare Innovations Fund LP (2025 Vintage), Elliott Associates LP (2024 Vintage).

How are Oxbow Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Oxbow Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Oxbow Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/oxbow-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Oxbow Advisors?

In Prilago's bilateral commitment graph, Oxbow Advisors shares resolved underlying fund vehicles with 576 institutional LPs across 18 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Calvert Research And Management (8 shared vehicles, e.g. Menlo Ventures XVI (2023 Vintage)), Croton Currituck Northrop Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. Ridgemont IV (2022 Vintage)), Gaston Fenwick Lindqvist Industrial Consolidated Master Retirement Trust (6 shared vehicles, e.g. Ridgewood Water & Strategic Infrastructure Fund II (2022 Vintage)).

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