OAKMONT CORPORATION
CRD #112337 SEC #801-42175 LOS ANGELES, CA 213-891-6300
SEC Registered Private Funds
Total AUM
$2.2B
Discretionary
$2.2B
Employees
36
Clients
51
Accounts
89
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.2B | $2.2B | $27.5M | 36 | 3 |
| May 2024 | $2.3B | $2.2B | $73.5M | 36 | 3 |
| Mar 2024 | $2.3B | $2.2B | $73.5M | 36 | 3 |
| Oct 2023 | $2.1B | $2.1B | $56M | 40 | 3 |
| May 2023 | $2.1B | $2.1B | $56M | 40 | 3 |
| May 2023 | $2.1B | $2.1B | $56M | 40 | 3 |
| Mar 2023 | $2.1B | $2.1B | $56M | 40 | 3 |
| May 2022 | $2.9B | $2.8B | $20.4M | 36 | 3 |
| Mar 2022 | $2.9B | $2.9B | $20.4M | 36 | 3 |
| May 2021 | $2.6B | $2.5B | $30M | 35 | 1 |
| Mar 2021 | $2.6B | $2.6B | $30M | 35 | 1 |
| Jul 2020 | $1.3B | $1.3B | $9M | 44 | 22 |
| Jun 2020 | $1.3B | $1.3B | $9M | 44 | 22 |
| Apr 2020 | $1.3B | $1.3B | $9M | 44 | 22 |
| Mar 2020 | $1.3B | $1.3B | $9M | 44 | 22 |
| Mar 2019 | $783.3M | $783.3M | $0 | 35 | 31 |
| Mar 2018 | $864.9M | $864.9M | $0 | 36 | 17 |
| Mar 2017 | $552.4M | $552.4M | $1.4K | 38 | 26 |
| Mar 2016 | $863.2M | $863.2M | $267 | 42 | 26 |
| Jul 2015 | $636.8M | $631.2M | $5.6M | 56 | 26 |
| Mar 2015 | $636.8M | $631.2M | $5.6M | 56 | 26 |
| Mar 2014 | $622.5M | $614.2M | $8.3M | 50 | 26 |
| Mar 2013 | $394.9M | $394.9M | $527 | 50 | 26 |
| Mar 2012 | $389.1M | $389M | $77.5K | 11 | 26 |
| Mar 2011 | $608.2M | $606.9M | $1.3M | -- | -- |
| Aug 2010 | $459.9M | $458.8M | $1.1M | -- | -- |
| Jul 2010 | $459.9M | $458.8M | $1.1M | -- | -- |
| Mar 2009 | $334.3M | $323.4M | $10.9M | -- | -- |
| Mar 2007 | $1.4B | $1.4B | $0 | -- | -- |
| Sep 2005 | $795.3M | $795.3M | $0 | -- | -- |
| Mar 2004 | $1.7B | $1.7B | $0 | -- | -- |
| Jan 2004 | $403.4M | $403.4M | $0 | -- | -- |
| Apr 2002 | $330.3M | $330.3M | $0 | -- | -- |
| Mar 2002 | $330.3M | $330.3M | $0 | -- | -- |
DateMar 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$27.5M
Employees36
Clients3
DateMay 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$73.5M
Employees36
Clients3
DateMar 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$73.5M
Employees36
Clients3
DateOct 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$56M
Employees40
Clients3
DateMay 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$56M
Employees40
Clients3
DateMay 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$56M
Employees40
Clients3
DateMar 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$56M
Employees40
Clients3
DateMay 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$20.4M
Employees36
Clients3
DateMar 2022
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$20.4M
Employees36
Clients3
DateMay 2021
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$30M
Employees35
Clients1
DateMar 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$30M
Employees35
Clients1
DateJul 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$9M
Employees44
Clients22
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$9M
Employees44
Clients22
DateApr 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$9M
Employees44
Clients22
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$9M
Employees44
Clients22
DateMar 2019
Total AUM$783.3M
Discretionary$783.3M
Non-Disc.$0
Employees35
Clients31
DateMar 2018
Total AUM$864.9M
Discretionary$864.9M
Non-Disc.$0
Employees36
Clients17
DateMar 2017
Total AUM$552.4M
Discretionary$552.4M
Non-Disc.$1.4K
Employees38
Clients26
DateMar 2016
Total AUM$863.2M
Discretionary$863.2M
Non-Disc.$267
Employees42
Clients26
DateJul 2015
Total AUM$636.8M
Discretionary$631.2M
Non-Disc.$5.6M
Employees56
Clients26
DateMar 2015
Total AUM$636.8M
Discretionary$631.2M
Non-Disc.$5.6M
Employees56
Clients26
DateMar 2014
Total AUM$622.5M
Discretionary$614.2M
Non-Disc.$8.3M
Employees50
Clients26
DateMar 2013
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$527
Employees50
Clients26
DateMar 2012
Total AUM$389.1M
Discretionary$389M
Non-Disc.$77.5K
Employees11
Clients26
DateMar 2011
Total AUM$608.2M
Discretionary$606.9M
Non-Disc.$1.3M
Employees--
Clients--
DateAug 2010
Total AUM$459.9M
Discretionary$458.8M
Non-Disc.$1.1M
Employees--
Clients--
DateJul 2010
Total AUM$459.9M
Discretionary$458.8M
Non-Disc.$1.1M
Employees--
Clients--
DateMar 2009
Total AUM$334.3M
Discretionary$323.4M
Non-Disc.$10.9M
Employees--
Clients--
DateMar 2007
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$795.3M
Discretionary$795.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$403.4M
Discretionary$403.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$330.3M
Discretionary$330.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$330.3M
Discretionary$330.3M
Non-Disc.$0
Employees--
Clients--