Oakmont is a family office providing investment advice, financial planning, and administrative services to family members, individuals with long-standing relationships with the family, and entities they control. Oakmont invests primarily in equity and equity-related securities, and also advises on debt securities and partnerships investing in venture capital, private equity, real estate, and leveraged buyout funds. Oakmont tailors its services to each client's needs, but investors in pooled investment vehicles have no say in investment decisions.
Assets Under Management$2.2B
Clients83
AdvisorsN/A
Avg. per Client$27M
Avg. per AdvisorN/A
Fee Structure
Oakmont charges annual management fees for the assets it manages:
- 0.85% for private and alternative investments (direct private equity, managed alternative investment funds, fund-of-fund investments, joint ventures, direct real estate, and other illiquid assets).
- 0.75% for publicly-traded investments (stocks, bonds, exchange traded funds, index funds, mutual funds, and money market funds).
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Location
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