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| Oakmont Corporation
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| CRD # | 112337 |
| SEC # | 801-42175 |
| CIK # | 0000924171 |
| AUM | 2,217.5 M (2026-03-31) |
| Employees | 35 (17% Investors, 0% Brokers) |
| Phone | 213-891-6300 |
| Address | 515 S Flower Street Los Angeles, CA 90071 |
| Source | [IAPD] [EDGAR] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 82.1 | ||
| Microsoft Corp | 65.9 | ||
| Mastercard Inc | 62.3 | ||
| Apple Inc | 50.4 | ||
| Nvidia Corp | 49.7 | ||
| McGraw-Hill Companies Inc | 35.7 | ||
| Wal Mart Stores Inc | 32.0 | ||
| Transdigm Group Inc | 30.5 | ||
| Progressive Waste Solutions Ltd | 27.5 | ||
| Fair Isaac Corp | 26.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Isadora Lane Partners LLC | [2026-03-31] | 28.7 M | 20.5 M |
| Filed 2025-05-21 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Somera Road LLC | [2026-03-31] | 15.0 M | 15.1 M |
| Filed 2025-12-08 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Glen Way LLC | 2025-03-31 | 6.9 M | |
| PE | Cove Investors II LLC | 2023-03-30 | 0.0 M | |
| PE | Condor Ridge VIII LLC | [2022-03-31] | 20.0 M | 15.7 M |
| Filed 2021-04-07 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | Kelton 2021 QOF LLC | [2022-03-31] | 29.4 M | |
| Filed 2022-01-20 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Levico Way LLC | [2022-03-31] | 10.0 M | 0.0 M |
| Filed 2021-06-16 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Portico Place LLC | 2022-03-31 | 0.1 M | |
| Other | VIA Verona LLC | [2022-03-31] | 56.4 M | 15.2 M |
| Filed 2021-05-20 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | Clifton Way LLC | [2021-03-30] | 3.2 M | 3.5 M |
| Filed 2023-03-06 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 63 | 1.5 |
| (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 | 13 | 0.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 87 | 2.2 |
| By Discretionary | ||
| Discretionary | 83 | 2.2 |
| Non-Discretionary | 4 | 0.1 |
| Total | 87 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 2.2 | |
| Total | 87 | 2.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Robert Miller | Executive Officer | 116 | 8 | |
| Peter Carlton | Executive Officer | 27 | 5 | |
| Robert Day | Executive Officer | 32 | 4 | |
| Steven Baum | Executive Officer | 17 | 3 | |
| Jerry Carlton | Director, Executive Officer | 6 | 3 | |
| Jonathan Day | Director | 16 | 2 | |
| Oakmont Corporation | Executive Officer | 16 | 2 | |
| Allison Keller | Executive Officer | 3 | 2 | |
| William de Lazlo | Director | 2 | 2 | |
| Howard Day Jr | Director | 15 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000924171] | |
| 3 | [0000924171] | |
| 4 | [0000924171] | |
| SC 13D | [0000924171] | |
| SC 13G | [0000924171] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Oakmont Corp | Cue Health Inc | [2023-10-16] |
| Oakmont Corp | Cue Health Inc | [2022-02-14] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 3 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Laurel Road LLC | |
| Day Robert | |
| Liberty Energy Inc | |
| OAKMONT Corp | |
| Laurel Road II LLC |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Liberty Energy Inc LBRT
LLC Units · derivative
|
2019-02-26 | Other | 1,136,296 | ||
|
Liberty Energy Inc LBRT
Class A Common Stock
|
2019-02-26 | Sell | 363,704 | $16.03 | 5,830,175 |
|
Liberty Energy Inc LBRT
Class A Common Stock
|
2019-02-26 | Sell | 1,136,296 | $16.03 | 18,214,825 |
|
Liberty Energy Inc LBRT
Class B Common Stock
|
2019-02-26 | Other | 363,704 | $0.00 | |
|
Liberty Energy Inc LBRT
Class B Common Stock
|
2019-02-26 | Other | 1,136,296 | $0.00 | |
|
Liberty Energy Inc LBRT
Class A Common Stock
|
2019-02-26 | Other | 1,136,296 | $0.00 | |
|
Liberty Energy Inc LBRT
Class A Common Stock
|
2019-02-26 | Other | 363,704 | $0.00 | |
|
Liberty Energy Inc LBRT
LLC Units · derivative
|
2019-02-26 | Other | 363,704 | ||
|
Liberty Energy Inc LBRT
Class A Common Stock
|
2018-10-04 | Other | 2,272,593 | $0.00 | |
|
Liberty Energy Inc LBRT
Class A Common Stock
|
2018-10-04 | Sell | 727,407 | $21.00 | 15,275,547 |
|
Liberty Energy Inc LBRT
Class A Common Stock
|
2018-10-04 | Other | 727,407 | $0.00 | |
|
Liberty Energy Inc LBRT
Class A Common Stock
|
2018-10-04 | Sell | 2,272,593 | $21.00 | 47,724,453 |
|
Liberty Energy Inc LBRT
Class B Common Stock
|
2018-10-04 | Other | 727,407 | $0.00 | |
|
Liberty Energy Inc LBRT
Class B Common Stock
|
2018-10-04 | Other | 2,272,593 | $0.00 | |
|
Liberty Energy Inc LBRT
LLC Units · derivative
|
2018-10-04 | Other | 2,272,593 | ||
|
Liberty Energy Inc LBRT
LLC Units · derivative
|
2018-10-04 | Other | 727,407 |
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|
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|
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|
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|
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✚
|
OH | 2,071.3 M |
|
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|
TX | 1,682.5 M |
|
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|
TN | 1,639.5 M |
|
Pekin Hardy Strauss Inc
✚
|
IL | 1,551.7 M |
|
Columbia Pacific Advisors LLC
✚
|
WA | 1,474.5 M |
|
Autumn Lane Advisors LLC
✚
|
TX | 1,198.9 M |