Oxford Real Estate Advisors Inc (Pittsburgh)

Name: Oxford Real Estate Advisors Inc
Address: One Oxford Centre, Pittsburgh, PA, 15219 6401
Telephone: 412-395-3494

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.

Oxford Real Estate Advisors: assets under management

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.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Mark E. Mason serves?

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.

Careers at Oxford Real Estate Advisors Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark E. Mason	Director/shareholder	1 Jul 1995	Other	4362412
Myrna Lebowitz Mason	Shareholder	1 Jul 1995	Other	4362415
David Michael Matter	Director/shareholder	1 Jul 1995	Other	4362419
Steven John Guy	President	1 Jul 1995	Other	2685970
Edward J. Lewis	Director/shareholder	1 Jul 1995	50% - 75%	4339212
Frank Molinero	Shareholder	1 Jul 1995	Other	2678663
Steven Guy	Shareholder/chief financial officer	1 Jul 1995	Other	2685970
Richard Ian Miller	Vice president /legal	1 Jul 1995	Other	4362436
Laurence Castonguay	Vice president / general manager	1 Jan 1997	Other	2678934
Laurence Rene Castonguay	Vice president / general manager, chief compliance officer	1 Jan 1997	Other	2678934
Brian Michael Albert	Chief legal counsel	1 Jan 1998	Other	4362432
Anne V. Lewis Marital Trust	Shareholder	1 Apr 2007	25% - 50%	20-7225095
Laurence Rene Castonguay	Executive vice president/coo	1 Oct 2009	Other	2678934
Brian Michael Albert	Chief compliance officer vice president/secretary	1 Feb 2010	Other	4362432
Zachary Keith Ellis	Managing director	1 Nov 2010	Other	6050023
Joseph Mauro Saccomano	Chief compliance officer	1 Jan 2018	Other	6925815

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
David Michael Matter	Trustee	1 Apr 2007	Other	4362419
Anne V Lewis	Trustee	1 Apr 2007	75% - 100%	5499962
Thomas D Wright	Trustee	1 Apr 2007	Other	5499967
Sy Holzer	Trustee	1 Apr 2007	Other	5499968
Benjamin Joseph Lewis	Trustee	1 Nov 2012	Other	6318142

Based in Pittsburgh

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).