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| Oakmont Capital Management LLC
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|
|---|---|
| CRD # | 128939 |
| SEC # | 801-71287 |
| CIK # | 0001071674 |
| AUM | $455.6 MM (2023-03-30) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 412-828-5550 |
| Address | 655 Allegheny Avenue Oakmont, PA 15139 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Hammer Fund LP | 2012-03-30 | 0.2 | |
| HF | Oakmont Opportunity Fund LP | 2012-03-30 | 0.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 35.5 |
| (b) Individuals (high net worth individuals) | 103 | 276.2 |
| (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 | 112.1 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 14 | 30.0 |
| (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 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 804 | 455.6 |
| By Discretionary | ||
| Discretionary | 774 | 341.1 |
| Non-Discretionary | 30 | 114.6 |
| Total | 804 | 455.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 455.6 | |
| Total | 804 | 455.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 3 | [0001071674] | |
| 4 | [0001071674] |
| Form 3/4/5 Subject | 2011 - 2023 |
|---|---|
| Kingsway Financial Services Inc | |
| Oakmont Capital Inc |
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