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| Happy Holidays!! thanks for using AUM13F!! |
| Oakmont Capital Management LLC
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|---|---|
| CRD # | 128939 |
| SEC # | 801-71287 |
| CIK # | 0001071674 |
| AUM | $630.6 M (2025-03-27) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 412-828-5550 |
| Address | 655 Allegheny Avenue Oakmont, PA 15139 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Hammer Fund LP | 2012-03-30 | 0.2 | |
| HF | Oakmont Opportunity Fund LP | 2012-03-30 | 0.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 42.0 |
| (b) Individuals (high net worth individuals) | 114 | 405.2 |
| (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 | 142.1 |
| (h) Charitable organizations | 3 | 1.3 |
| (i) State or municipal government entities | 15 | 38.9 |
| (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 | 1 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,011 | 630.6 |
| By Discretionary | ||
| Discretionary | 893 | 470.5 |
| Non-Discretionary | 118 | 160.1 |
| Total | 1,011 | 630.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 630.6 | |
| Total | 1,011 | 630.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001071674] | |
| 4 | [0001071674] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Kingsway Financial Services Inc | |
| Oakmont Capital Inc |
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