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OAKMONT CAPITAL MANAGEMENT, LLC

Business and Investment Profile

The OAKMONT CAPITAL MANAGEMENT, LLC is a privately held investment adviser that advises $3.09Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. OAKMONT CAPITAL MANAGEMENT, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 532.58% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 16.33 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 856 ALLEGHENY RIVER BLVD, OAKMONT, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 19 employees comprised of 16 investment and 3 non-investment staff. The total number of Employees increased by 171.43% over the last 5-years.

Asset Profile

Their $3.09Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 38 other accounts. Assets of Charitable Organizations clients own $1.06Bn or 34.33% of Total Assets and Pension and Profit Sharing Plans-Private own $762.63mn or 24.71% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are Charitable Organizations and Pension and Profit Sharing Plans-Private.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

OAKMONT CAPITAL MANAGEMENT, 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.

Full profile: OAKMONT CAPITAL MANAGEMENT, LLC

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Keywords: Oakmont Capital Management, Oakmont
Generated 2026-09-12T06:48:35.5115465.  © 2026 Convergence.