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OXFORD FUNDS, LLC

Company Details

Entity Name: OXFORD FUNDS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Date Formed: 25 Nov 2003 (Companies founded in November 2003)
Business ALEI: 0766410
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 8 SOUND SHORE DRIVE SUITE 255, GREENWICH, CT, 06830, United States
Mailing address: 8 SOUND SHORE DRIVE SUITE 255, GREENWICH, CT, United States, 06830
Mailing jurisdiction address: 251 LITTLE FALLS DR, WILMINGTON, DE, 19808,
Office jurisdiction address: 251 LITTLE FALLS DR, WILMINGTON, DE, 19808, United States
ZIP code: 06830 (Companies in Fairfield, 06830)
County: Fairfield
Place of Formation: DELAWARE
E-Mail: Compliancemail@cscinfo.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BDC PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST 2013 320052735 2014-06-10 BDC PARTNERS LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2036613122
Plan sponsor’s address 8 SOUND SHORE DR STE 215, GREENWICH, CT, 068307254

Signature of

Role Plan administrator
Date 2014-06-10
Name of individual signing PATRICK F CONROY
Valid signature Filed with authorized/valid electronic signature
BDC PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST 2012 320052735 2013-05-29 BDC PARTNERS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2036613122
Plan sponsor’s address 8 SOUND SHORE DR STE 215, GREENWICH, CT, 068307254

Signature of

Role Plan administrator
Date 2013-05-29
Name of individual signing BDC PARTNERS LLC
Valid signature Filed with authorized/valid electronic signature
BDC PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST 2011 320052735 2012-07-02 BDC PARTNERS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2036613122
Plan sponsor’s address 8 SOUND SHORE DR STE 215, GREENWICH, CT, 068307254

Plan administrator’s name and address

Administrator’s EIN 320052735
Plan administrator’s name BDC PARTNERS LLC
Plan administrator’s address 8 SOUND SHORE DR STE 215, GREENWICH, CT, 068307254
Administrator’s telephone number 2036613122

Signature of

Role Plan administrator
Date 2012-07-02
Name of individual signing BDC PARTNERS LLC
Valid signature Filed with authorized/valid electronic signature
BDC PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST 2010 320052735 2011-06-10 BDC PARTNERS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2036613122
Plan sponsor’s address 8 SOUND SHORE DR, STE 215, GREENWICH, CT, 06830

Plan administrator’s name and address

Administrator’s EIN 320052735
Plan administrator’s name BDC PARTNERS LLC
Plan administrator’s address 8 SOUND SHORE DR, STE 215, GREENWICH, CT, 06830
Administrator’s telephone number 2036613122

Signature of

Role Plan administrator
Date 2011-06-10
Name of individual signing BDC PARTNERS LLC
Valid signature Filed with authorized/valid electronic signature
BDC PARTNERS LLC 2009 320052735 2010-07-09 BDC PARTNERS LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2036613122
Plan sponsor’s address 8 SOUND SHORE DR, STE 215, GREENWICH, CT, 06830

Plan administrator’s name and address

Administrator’s EIN 320052735
Plan administrator’s name BDC PARTNERS LLC
Plan administrator’s address 8 SOUND SHORE DR, STE 215, GREENWICH, CT, 06830
Administrator’s telephone number 2036613122

Signature of

Role Plan administrator
Date 2010-07-09
Name of individual signing BDC PARTNERS LLC
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

Officer

Name Role Business address Residence address
SAUL ROSENTHAL Officer 8 SOUND SHORE DRIVE, SUITE 255, GREENWICH, CT, 06831, United States 8 SOUND SHORE DRIVE, SUITE 255, GREENWICH, CT, 06830, United States

History

Type Old value New value Date of change
Name change BDC PARTNERS LLC OXFORD FUNDS, LLC 2018-03-20

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012081333 2024-03-20 No data Annual Report Annual Report No data
BF-0011276415 2023-03-17 No data Annual Report Annual Report No data
BF-0010339161 2022-03-10 No data Annual Report Annual Report 2022
BF-0010456282 2022-01-14 2022-01-14 Mass Agent Change � Address Agent Address Change No data
0007267399 2021-03-29 No data Annual Report Annual Report 2021
0006950703 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006943532 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006840073 2020-03-19 No data Annual Report Annual Report 2020
0006476872 2019-03-19 No data Annual Report Annual Report 2019
0006131645 2018-03-20 2018-03-20 Amendment Amend Name No data

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website