OAKMONT CORPORATION of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 112337). Regulatory assets under management: $2.2B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
Showing 25 of 30 people.
| Name | Role | Location |
|---|---|---|
| Miller J Robert | CHIEF COMPLIANCE OFFICER | New York, NY |
| Peter Weldon Carlton | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER; PRESIDENT | — |
| Robert Marvin Miller | CCO, GENERAL COUNSEL, SECRETARY AND CHIEF ADMINISTRATIVE OFFICER; PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER | — |
| Sumo Gupta | PORTFOLIO MANAGER | Los Angeles, CA |
| Jonathan Sutton Day | SHAREHOLDER | — |
| Thomas Joseph Deegan Day | TRUSTEE | — |
| Dorothy Willametta Day | TRUSTEE | — |
| Ronald Alfred Adelhelm | CHIEF FINANCIAL OFFICER | — |
| FOSTER BRIAN RICHARD | DIRECTOR | — |
| SHEIKH KASHIF F | CHIEF FINANCIAL OFFICER; EXECUTIVE VICE PRESIDENT; MANAGING DIRECTOR | — |
| DAY ROBERT ADDISON | CHAIRMAN; CHAIRMAN AND CEO; CHAIRMAN AND CO-PORTFOLIO MANAGER (+3 more) | — |
| SCHAPER STACEY A | CHIEF COMPLIANCE OFFICER | — |
| KRYSTYNIAK RONALD J | MANAGING DIRECTOR | — |
| CARLTON JERRY WELDON | CO-TRUSTEE; DIRECTOR; DIRECTOR, VICE CHAIRMAN (+3 more) | — |
| DAY THEODORE J | DIRECTOR | — |
| DAY HOWARD MATTHEW | DIRECTOR | — |
| DE LASZLO DAMON | DIRECTOR | — |
| KELLER ALLISON | PRESIDENT | — |
| MILLER BRADLEY MARVIN | CCO, GENERAL COUNSEL, SECRETARY AND CHIEF ADMINISTRATIVE OFFICER; CCO, GENERAL COUNSEL, SECRETARY, MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER | — |
| MILLER MATTHEW M | CCO, COO, SECRETARY AND MANAGING DIRECTOR; CCO, GENERAL COUNSEL, SECRETARY AND MANAGING DIRECTOR; CCO, GENERAL COUNSEL, SECRETARY, MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER (+2 more) | — |
| BAUM STEVEN ROBERT | CHIEF OPERATING OFFICER | — |
| JAFFREY JONATHAN DAVID | EXECUTIVE VICE PRESIDENT; PRESIDENT | — |
| SPOGLI RONALD PAUL | CO-TRUSTEE | — |
| CARLTON PETER | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR; MANAGING DIRECTOR; PRESIDENT | — |
| HIYAKE PAUL HIROSHI | CHIEF FINANCIAL OFFICER | — |
Other Private Fund: 4 · Private Equity Fund: 7 · Hedge Fund: 1 · Real Estate Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| VICENTE, LTD., A NEVADA LIMITED PARTNERSHIP | Other Private Fund | Nevada | 4 | $239.2M | — |
| UDINE WAY, LLC | Private Equity Fund | California | 14 | $33.4M | — |
| MARIEL LANE, LLC | Private Equity Fund | California | 16 | $31.3M | — |
| KELTON 2021 QOF, LLC | Other Private Fund | Delaware | 10 | $29.4M | — |
| FOOTHILL ROAD, LP | Other Private Fund | Delaware | 8 | $26.6M | — |
| SIENNA WAY II, LLC | Hedge Fund | California | 11 | $20.7M | — |
| CORNELL ROAD, LLC | Private Equity Fund | California | 11 | $20.7M | — |
| ISADORA LANE PARTNERS, LLC | Private Equity Fund | California | 15 | $20.5M | — |
| CONDOR RIDGE VIII, LLC | Private Equity Fund | California | 17 | $15.7M | — |
| VIA VERONA, LLC | Other Private Fund | California | 19 | $15.2M | — |
| SOMERA ROAD, LLC | Private Equity Fund | California | 14 | $15.1M | — |
| HAMNER DRIVE, LLC | Private Equity Fund | California | 16 | $13.1M | — |
| GLEN WAY, LLC | Real Estate Fund | California | 10 | $6.9M | — |