AdvisorOS Directory
Claim Profile
SR

Saul Barak Rosenthal

OXFORD SQUARE MANAGEMENT, LLC·GREENWICH, Connecticut
Unclaimed Profile
8 SOUND SHORE DRIVE, SUITE 255, GREENWICH, CT 06830CRD# 3125081Firm CRD# 127888
01

About

Saul Barak Rosenthal is a registered financial advisor based in GREENWICH, Connecticut, affiliated with OXFORD SQUARE MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
03

Firm Overview

Firm
OXFORD SQUARE MANAGEMENT, LLC
OXFORD SQUARE MANAGEMENT, LLC
AUM
$278M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at OXFORD SQUARE MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3125081
Firm CRD# 127888
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENWICH?

Browse all registered financial advisors in GREENWICH, Connecticut or claim this profile if it's yours.

Browse GREENWICH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Saul Barak Rosenthal offer?
Saul Barak Rosenthal specializes in Investment Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Saul Barak Rosenthal's credentials?
Saul Barak Rosenthal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Saul Barak Rosenthal located?
Saul Barak Rosenthal is based in GREENWICH, Connecticut, working with OXFORD SQUARE MANAGEMENT, LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Saul Barak Rosenthal charge for services?
Saul Barak Rosenthal's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXFORD SQUARE MANAGEMENT, LLC?
OXFORD SQUARE MANAGEMENT, LLC has approximately 24 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GREENWICH
Ivelin Mitkov Dimitrov — FIFTH STREET MANAGEMENT LLCSteven Matthew Noreika — FIFTH STREET MANAGEMENT LLCJeffrey S Levy — LOTUS INFRASTRUCTURE PARTNERS, LPJames Stephen Doran — PROMETHEUS INVESTMENT ADVISORS LLCSyedumar Faisal Ehtisham — ACTINVER CAPITAL MANAGEMENT, LLC
Nearby cities in Connecticut
STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
STAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile