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OAKMONT CORPORATION
LOS ANGELES, CA
213-891-6300
SEC #801-42175Total AUM
$2.2B
Employees
35Clients
83Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
515 S. FLOWER STREET
SUITE 4150
LOS ANGELES
CA 90071
United States
SUITE 4150
LOS ANGELES
CA 90071
United States
Operating Hours
6:30AM-4:30PM PDT
Monday - Friday
Monday - Friday
Phone
213-891-6300
Financials
Total AUM
$2.2B
Accounts
87Discretionary
$2.2B
Accounts
83Non-Discretionary
$57.9M
Accounts
4
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
63AUM
$1.5B
Pooled Vehicle Clients
13AUM
$475.2M
Charitable Organization Clients
1AUM
$126.5M
Corporation or Business Clients
5AUM
$138.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.