Oaklawn Capital Management LLC

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Assets, Funds, Holdings

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Oaklawn Capital Management LLC
CRD #339373
SEC #801-134955
CIK #
AUM $153.0 M (2026-02-04)
Employees 4 (100% Investors, 0% Brokers)
Phone646-370-0416
Address
Source [IAPD]
Total AUM ($M)
16012896643202010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 153.0
(n) Other 0 0.0
Total 1 153.0
By Discretionary
Discretionary 1 153.0
Non-Discretionary 0 0.0
Total 1 153.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 153.0
Total 1 153.0
Comparable Firms State AUM ($B)
Mission Investment Advisors LLC
0.2
MORK Capital Management LLC
CA 0.2
Guggenheim Investments Loan Advisors LLC
CT 0.2
BP Asset Management Inc
NC 0.2
Long Short Advisors LLC
FL 0.2
Solpacific LLC
MN 0.2
Stoneridge Investment Partners LLC
PA 0.2
VF Advisors LLC
KY 0.1
Lincoln Capital Advisers LLC
IL 0.1
Hundredfold Advisors LLC
VA 0.1
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