Managers/Private equity/California/Oakmont

Oakmont

Oakmont is a private equity manager in Los Angeles, CA. It is registered with the SEC as an investment adviser with $2.2B in regulatory assets and 35 staff. It has 7 funds on file, the latest reported in March 2023.

Funds on file
7
Raised, all funds
$163.4M
Regulatory assets
$2.2B
Staff
35
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Mar 2023 Clifton Way, LLC Private equity $3.2M Not given
Jun 2021 Levico Way LLC Private equity $10M Not given
May 2021 Via Verona, LLC Private equity $56.4M Not given
Apr 2021 Mariel Lane, LLC Private equity $23.8M Not given
Apr 2021 Condor Ridge VIII, LLC Private equity $20M Not given
Mar 2021 Hamner Drive, LLC Private equity $30M Not given
Dec 2020 Udine Way, LLC Private equity $20M Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$2.2B
Employees35
Clients63 wealthy individuals, 13 private funds and 5 companies.
Control personsPeter, Weldon Carlton, Matthew, John Drevlow, Sumo Gupta, Robert, Marvin Miller, Ronald, Paul Spogli.
Private funds15 private funds holding $1B in gross assets.

Private funds it reports

FundTypeGross assets
Cabo Del Sol Holdings Real estate $524M
Vicente, LTD., A Nevada Limited Partnership Other $218.4M
Via Verona Other $55M
Cornell Road Private equity $45.6M
Mariel Lane Private equity $36.5M
Udine Way Private equity $31.6M
Kelton 2021 Qof Other $29.4M
Foothill Road Other $18.3M
Sienna Way II Hedge fund $12.9M
Condor Ridge Viii Private equity $11.5M
Hamner Drive Private equity $9.2M
Levico Way Private equity $3.8M
Clifton Way Hedge fund $3.5M
Cove Investors Iii, Lllc Private equity $968.4K
Cove Investors II Private equity $926K