Oakmont

Company Profile

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 10 May 23)

Accounts

87 (as of 10 May 23)

Employees

40 (6 investment advisory or research)

Address

Oakmont
865 S FIGUEROA ST
SUITE 700
LOS ANGELES
CA 90017

Office hours

Monday - Friday, 6:30AM-4:30PM PDT

Phone

213-891-6300

Brochures

Owner	Title	From	%Ownership
Day, Robert, Addison	Chairman and Co-portfolio Manager	08/1980	< 5%
Miller, Robert, Marvin	CCO, General Counsel, Secretary, Managing Director and Chief Administrative Officer	07/2008	< 5%
Day, Robert, Addison	Trustee	03/2000
Robert A. Day Trust Dated March 22, 2000, As Amended	Shareholder	03/2000	> 75%
Carlton, Peter, Weldon	President	03/2018	< 5%
Baum, Steven, Robert	Chief Operating Officer	01/2020	< 5%
Drevlow, Matthew, John	Chief Financial Officer	01/2020	< 5%
Katz, Andrew, Sean	Co-portfolio Manager	01/2020	< 5%

Fund structure	AUM	Fund type
Oakmont Corporation	$2.13 bn
Cabo Del Sol Holdings, LLC	$450.04 mm	Real Estate Fund
Clifton Way, LLC	$2.83 mm	Hedge Fund
Condor Ridge VIII, LLC	$9.70 mm	Private Equity Fund
Cornell Road, LLC	$31.53 mm	Private Equity Fund
Cove Investors II, LLC	$11.67 mm	Private Equity Fund
Cove Investors III, LLLC	$3.28 mm	Private Equity Fund
Foothill Road, LP	$13.59 mm	Other Private Fund
Hamner Drive, LLC	$13.13 mm	Private Equity Fund
Kelton 2021 Qof, LLC	$24.02 mm	Other Private Fund
Laurel Road II, LLC	$14.28 mm	Private Equity Fund
Laurel Road, LLC	$4.97 mm	Private Equity Fund
Levico Way, LLC	$3.08 mm	Private Equity Fund
Mariel Lane, LLC	$29.50 mm	Private Equity Fund
Portico Place, LLC	$145.58 k	Private Equity Fund
Sienna Way II, LLC	$8.74 mm	Hedge Fund
Udine Way, LLC	$31.65 mm	Private Equity Fund
Via Verona, LLC	$60.18 mm	Other Private Fund
Vicente, LTD., a Nevada Limited Partnership	$195.66 mm	Other Private Fund