The OAKMONT PARTNERS, LLC is a privately held investment adviser that advises $6.94Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. OAKMONT PARTNERS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 388.78% over the last 5-years.
The Group has been registered with the SEC for 20.05 years and is comprised of 1 filing and 0 relying advisers. They operate out of 18 office locations with their Headquarters at 11376 N. JOG ROAD SUITE 101, PALM BEACH GARDENS, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 91 employees comprised of 61 investment and 30 non-investment staff. The total number of Employees increased by 193.55% over the last 5-years.
Their $6.94Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 35 other accounts. Assets of High Net Worth Individuals clients own $4.66Bn or 67.09% of Total Assets and Individuals own $1.93Bn or 27.82% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
OAKMONT PARTNERS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.