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| Oakmont Capital Management LLC
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|---|---|
| CRD # | 128939 |
| SEC # | 801-71287 |
| CIK # | 0001071674 |
| AUM | 3,086.6 M (2026-03-30) |
| Employees | 19 (84% Investors, 0% Brokers) |
| Phone | 412-828-5550 |
| Address | 856 Allegheny River Blvd Oakmont, PA 15139 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Hammer Fund LP | 2012-03-30 | 0.2 M | |
| HF | Oakmont Opportunity Fund LP | 2012-03-30 | 0.2 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 0.0 |
| (b) Individuals (high net worth individuals) | 117 | 0.5 |
| (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 | 5 | 0.8 |
| (h) Charitable organizations | 8 | 1.1 |
| (i) State or municipal government entities | 22 | 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 | 3 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 994 | 3.1 |
| By Discretionary | ||
| Discretionary | 914 | 0.5 |
| Non-Discretionary | 80 | 2.6 |
| Total | 994 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 994 | 3.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001071674] | |
| 4 | [0001071674] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 22 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| KINGSWAY Corp | |
| Oakmont Capital Inc |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
KINGSWAY Corp KFS
Common Stock
|
2025-12-17 | Option exercise | 500,000 | $8.25 | 4,125,000 |
|
KINGSWAY Corp KFS
Stock Option (obligation to sell) · derivative
|
2025-12-17 | Option exercise | 500,000 | $0.00 | |
|
KINGSWAY Corp KFS
Class C Preferred Stock · derivative
|
2025-02-13 | Grant | 40,000 | $25.00 | 1,000,000 |
|
KINGSWAY Corp KFS
Class B Preferred Stock · derivative
|
2024-09-24 | Grant | 80,000 | $25.00 | 2,000,000 |
|
KINGSWAY Corp KFS
Common Stock
|
2023-06-21 | Sell | 4,898 | $8.75 | 42,858 |
|
KINGSWAY Corp KFS
Common Stock
|
2023-06-20 | Sell | 17,063 | $8.88 | 151,519 |
|
KINGSWAY Corp KFS
Common Stock
|
2023-06-16 | Sell | 12,011 | $8.74 | 104,976 |
|
KINGSWAY Corp KFS
Common Stock
|
2023-06-15 | Sell | 15,000 | $8.65 | 129,750 |
|
KINGSWAY Corp KFS
Common Stock
|
2023-06-13 | Sell | 15,131 | $8.60 | 130,127 |
|
KINGSWAY Corp KFS
Common Stock
|
2023-06-12 | Sell | 24,762 | $8.72 | 215,925 |
|
KINGSWAY Corp KFS
Series B Warrant · derivative
|
2023-03-23 | Option exercise | 463,394 | $0.00 | |
|
KINGSWAY Corp KFS
Common Stock
|
2023-03-23 | Option exercise | 463,394 | $5.00 | 2,316,970 |
|
KINGSWAY Corp KFS
Common Stock
|
2023-03-21 | Conversion | 82,144 | $0.00 | |
|
KINGSWAY Corp KFS
Class A convertible preferred share, series 1 · derivative
|
2023-03-21 | Conversion | 13,143 | $0.00 | |
|
KINGSWAY Corp KFS
Commoon Stock
|
2022-06-30 | Buy | 28,986 | $5.67 | 164,351 |
|
KINGSWAY Corp KFS
Commoon Stock
|
2022-06-29 | Buy | 25,000 | $5.67 | 141,750 |
|
KINGSWAY Corp KFS
Commoon Stock
|
2022-06-27 | Buy | 3,858 | $5.40 | 20,833 |
|
KINGSWAY Corp KFS
Commoon Stock
|
2022-06-24 | Buy | 6,454 | $5.35 | 34,529 |
|
KINGSWAY Corp KFS
Commoon Stock
|
2022-06-23 | Buy | 34,660 | $5.31 | 184,045 |
|
KINGSWAY Corp KFS
Commoon Stock
|
2022-06-22 | Buy | 9,699 | $5.29 | 51,308 |
| showing 20 of 24 most recent transactions | |||||
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