Oakmont is a fund manager in Los Angeles with $2.87 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Oakmont Corp
SEC CIK
IRS number
953533773
SEC advisor number
801-42175
FINRA CRD number
112337
AUM ?
$2.13 bn
(as of 13 Oct 23)
Accounts
87
(as of 13 Oct 23)
Employees
40
(6 investment advisory or research)
Address
Oakmont
865 S FIGUEROA ST
SUITE 700
LOS ANGELES
CA 90017
865 S FIGUEROA ST
SUITE 700
LOS ANGELES
CA 90017
Phone
213-891-6300
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Oakmont Corporation | $2.87 bn | |
Cabo Del Sol Holdings, LLC | $350.24 mm | Real Estate Fund |
Clifton Way, LLC | $4.94 mm | Hedge Fund |
Condor Ridge VIII, LLC | $5.90 mm | Private Equity Fund |
Cornell Road, LLC | $35.59 mm | Private Equity Fund |
Cove Investors III, LLLC | $18.31 mm | Private Equity Fund |
Foothill Road, LP | $24.46 mm | Other Private Fund |
Hamner Drive, LLC | $42.76 mm | Private Equity Fund |
Kelton 2021 Qof, LLC | $24.10 mm | Real Estate Fund |
Laurel Road II, LLC | $26.07 mm | Private Equity Fund |
Laurel Road, LLC | $9.07 mm | Private Equity Fund |
Levico Way, LLC | $5.36 mm | Private Equity Fund |
Mariel Lane, LLC | $23.88 mm | Private Equity Fund |
Portico Place, LLC | $4.03 mm | Private Equity Fund |
Sienna Way II, LLC | $29.02 mm | Hedge Fund |
Udine Way, LLC | $37.23 mm | Private Equity Fund |
Via Verona, LLC | $61.66 mm | Private Equity Fund |
Vicente, LTD., a Nevada Limited Partnership | $277.49 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
SC 13D
Cue Health Inc.
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
SC 13G/A
Cue Health Inc.
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22