Oakmont Corporation

EST. AUM
$2,217,465,327

CONTACTS
5

CLIENT ACCOUNTS
87

Firm Details

Metro area Los Angeles
CRD Number 112337
Website n
Client types

Overview

Oakmont Corporation is a Los Angeles-based, SEC-registered multi-family office and registered investment adviser (RIA) incorporated in California in August 1980, originally founded by the late Robert Addison Day. The firm serves members of the Day family, individuals with long-standing family relationships, related private foundations, and affiliated entities including trusts, corporations, LLCs, and partnerships. It manages approximately $2.2 billion in regulatory AUM across 83 accounts — 79 discretionary and 4 non-discretionary — primarily for high-net-worth individuals and pooled investment vehicles. Oakmont operates on a fee-only, fiduciary basis using a bottom-up fundamental research approach, targeting long-term capital appreciation while minimising permanent capital loss. The firm currently has no public-facing website and employs approximately 71 professionals across investment management, legal, accounting, and tax functions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Oakmont Corporation

Platform Details

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