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	Firm Name	Type	Location	AUM
	OXOxford Financial Group	Family Office - Multi	Carmel, United States	$30.0B
About Oxford Financial Group is a multi-family office based in Indianapolis, Indiana. Established in 1981, the firm provides wealth management advice and family office services to high-net-worth individuals, families, foundations, and endowments. Oxford is one of the largest independent RIA firms in the country with oversight of more than $30 billion in assets under advisement (which includes assets under management). Oxford has 22 Managing Directors in seven market offices who serve over 700 family and institutional clients in 36 states, with offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis and Palm Beach. Founded1981 Websitewww.example-site.com SectorsEquity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning, Trust Management, Wealth... Investment TypesBuyout, Co-Investment, Private Equity, Growth/Expansion, Hedge Fund, Oil/Gas, Real Assets & Natural Resources - Gener... Contacts p.anderson@groupholdings.com +1 415 522 4819 Amanda C. Fitzgerald VP of Capital Markets b.clark@capitalgroup.net Jennifer L. Santos Senior Partner a.taylor@partnersllc.com Upgrade to view contact detailsUpgrade
	CNCNO Financial Group	Insurance Company	Carmel, United States	$28.4B
About CNO Financial Group is a insurance company based in Carmel, US. Founded in 1979. Reported AUM: $28.4B. Founded1979 Websitewww.example-site.com SectorsDiversified, Commercial Property, Healthcare, Information Technology, Insurance, Internet Investment TypesBuyout, Distressed Debt, Mezzanine Contacts c.lee@investpartners.com +1 415 552 1110 Katherine J. Walsh Head of Investments d.garcia@groupholdings.com Michael R. Thompson Managing Director t.thomas@investpartners.com Upgrade to view contact detailsUpgrade
	EVEvanson Asset Management	Wealth Manager	Carmel, United States	$5.0B
About Evanson Asset Management is a wealth manager based in Carmel, US. Founded in 1995. Reported AUM: $5.0B. Founded1995 Websitewww.example-site.com Contacts l.martinez@globalwealth.co +1 312 731 1354 Katherine J. Walsh Head of Investments b.clark@investpartners.com Michael R. Thompson Managing Director j.miller@investco.com Upgrade to view contact detailsUpgrade
	VAValeo Financial Advisors	Wealth Manager	Carmel, United States	$4.9B
About Valeo Financial Advisors, provides fee-only, independent, financial planning and investment advice. We focus on a client’s entire financial picture... Founded2003 Websitewww.example-site.com SectorsFinancial Services, Professional Services Investment TypesVenture (General) Contacts l.martinez@investco.com +1 212 835 1973 Michael R. Thompson Managing Director b.clark@assetmgmt.com Katherine J. Walsh Head of Investments a.taylor@assetmgmt.com Upgrade to view contact detailsUpgrade
	SHShepherd Financial Investment Advisory	Wealth Manager	Carmel, United States	$4.5B
About Shepherd Financial Investment Advisory is a wealth manager based in Carmel, US. Founded in 2015. Reported AUM: $4.5B. Founded2015 Websitewww.example-site.com Contacts a.taylor@wealthadvisors.com +61 2 618 8662 James H. Nakamura Director of Allocations h.robinson@fundmgmt.co Thomas W. Erikson Investment Director k.johnson@capitalgroup.net Upgrade to view contact detailsUpgrade

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