Data / Investment advisers / California / Oakmont Corporation
Oakmont Corporation, Los Angeles, CA: $2.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Oakmont Corporation is an SEC registered investment adviser with its main office in Los Angeles, California and reports $2.2 billion in regulatory assets under management in its Form ADV filed July 16, 2026. Its clients include high net worth individuals, pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 13 private funds.
The request: Watch Oakmont Corporation (CRD number 112337): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 112337
- SEC file number
- 801-42175
- SEC status
- Approved, effective September 3, 1992
- Main office
- 515 S. Flower Street Suite 4150, Los Angeles, CA 90071
- Phone
- (213) 891-6300
- Regulatory AUM
- $2,217,465,327 in the Form ADV filed July 16, 2026
- Discretionary AUM
- $2,159,534,158
- Non discretionary AUM
- $57,931,169
- Accounts
- 87
- Employees
- 35, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 13: 7 private equity funds, 4 other private funds, 1 hedge fund, 1 real estate fund
- Gross assets of private funds
- $487,784,076
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 63 | $1.48 billion |
| Pooled investment vehicles | 13 | $475.2 million |
| Corporations or other businesses | 5 | $138.8 million |
| Charitable organizations | Fewer than 5 | $126.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.22 billion | March 31, 2026 |
| December 1, 2025 | $2.23 billion | March 31, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Howard Capital Management Group, LLC | Los Angeles | $2.56 billion | Not listed | adviserinfo.sec.gov |
| Ssi Investment Management LLC | Los Angeles | $2.55 billion | Not listed | adviserinfo.sec.gov |
| Perennial Financial Services | Los Angeles | $2.50 billion | Not listed | adviserinfo.sec.gov |
| Ifc Advisors LLC | Los Angeles | $2.34 billion | 3 | adviserinfo.sec.gov |
| Browning West LP | Los Angeles | $2.24 billion | 5 | adviserinfo.sec.gov |
| Evolve Private Wealth, LLC | Los Angeles | $2.15 billion | 1 | adviserinfo.sec.gov |
| Fernbridge Capital Management LP | Los Angeles | $2.13 billion | 1 | adviserinfo.sec.gov |
| Resmark Equity Partners, LLC | Los Angeles | $2.03 billion | 18 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Oakmont Corporation on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.