Hedge fund profile
Berkshire Hedged Equity Seg 2021-1, LLC
Berkshire Hedged Equity Seg 2021-1, LLC is reported as a hedge fund in Form ADV private-fund disclosures. The adviser is Oxford Financial Group, LTD, based in Carmel, Indiana, United States.
$58.8Mgross assets
$150Kminimum
92owners
3(c)(7)exemption
Disclosure fields
Fund facts
SEC private fund ID805-7347107352
Reference ID293254
JurisdictionIndiana, United States
Fund of fundsNo
Master fundNo
Feeder fundNo
Non-US ownership0%
Assets valued100%
Annual auditYes
GAAPNo
Source periodMarch 2026
Date submitted03/31/2026 04:38:47 PM
Adviser
TypeRegistered investment adviser
SEC number801-20692
CRD105303
Regulatory AUM$23.3B
Compliance signals
Exempt from registration Sales limitation not marked No prime broker flag Custodians reported
Service providers
Reported counterparties
General partners
Oxford Financial Group, Ltd.
Auditors
GRASSI & CO.
Custodians
FIDELITY BROKERAGE SERVICES LLC
Same adviser