OAKHURST ADVISORS, LLC
Legal name: OAKHURST ADVISORS
CRD #282057 SEC #801-107689 LOS ANGELES, CA 1-800-235-6517
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.2B
Employees
10
Clients
--
Accounts
22
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHEXAL, NITIN, KUMAR | I | BOARD MEMBER | NA | Control |
| CHEXAL, NITIN, KUMAR | I | BOARD MEMBER | NA | Control |
| CHEXAL, NITIN, KUMAR | I | BOARD MEMBER | NA | Control |
| CHEXAL, NITIN, KUMAR | I | BOARD MEMBER | NA | Control |
| LEE, JASON, PANG FE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JASON, PANG FE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JASON, PANG FE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JASON, PANG FE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JASON, PANG FE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JASON, PANG FE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JASON, PANG FE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JASON, PANG FE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JASON, PANG FE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JASON, PANG FE | I | CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JASON, PANG FE | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JASON, PANG FE | I | CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JASON, PANG FE | I | CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, JASON, PANG FE | I | CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Lee, Jason, P | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHUSTERMAN, LEWIS, CLAY | I | CCO | NA | |
| SCHUSTERMAN, LEWIS, CLAY | I | CCO | NA | Control |
| SCHUSTERMAN, LEWIS, CLAY | I | CCO | NA | Control |
| SCHUSTERMAN, LEWIS, CLAY | I | CCO | NA | Control |
| SCHUSTERMAN, LEWIS, CLAY | I | CCO | NA | Control |
| SCHUSTERMAN, LEWIS, CLAY | I | CCO | NA | |
| SCHUSTERMAN, LEWIS, CLAY | I | CCO | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | MEMBER | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | MEMBER | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | MEMBER | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | MEMBER | NA | |
| OAKHURST INVESTMENTS, LLC | DE | OWNER | E | Control |
| OAKHURST INVESTMENTS, LLC | DE | OWNER | E | Control |
| OAKHURST ADVISORS HOLDINGS, LLC | DE | MEMBER | D | Control |
| OAKHURST ADVISORS HOLDINGS, LLC | DE | MEMBER | D | Control |
| OAKHURST ADVISORS HOLDINGS, LLC | DE | MEMBER | D | Control |
| OAKHURST ADVISORS HOLDINGS, LLC | DE | MEMBER | D | Control |
| OAKHURST ADVISORS HOLDINGS, LLC | DE | MEMBER | D | Control |
| OAKHURST ADVISORS HOLDINGS, LLC | DE | MEMBER | D | Control |
| OAKHURST ADVISORS HOLDINGS, LLC | DE | MEMBER | D | Control |
| OAKHURST ADVISORS HOLDINGS, LLC | DE | MEMBER | D | Control |
| OAKHURST ADVISORS HOLDINGS, LLC | DE | MEMBER | D | Control |
| OAKHURST ADVISORS HOLDINGS, LLC | DE | MEMBER | D | Control |
| OAKHURST ADVISORS HOLDINGS, LLC | DE | MEMBER | D | Control |
| OAKHURST ADVISORS HOLDINGS, LLC | DE | MEMBER | D | Control |
| OAKHURST ADVISORS HOLDINGS, LLC | DE | MEMBER | D | Control |
| OAKHURST ADVISORS HOLDINGS, LLC | DE | MEMBER | D | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, AND BOARD MEMBER | C | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, AND BOARD MEMBER | C | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, AND BOARD MEMBER | C | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, AND BOARD MEMBER | C | Control |
| K&W | DE | MEMBER | B | |
| K&W | DE | MEMBER | B | |
| K&W | DE | MEMBER | B | |
| K&W | DE | MEMBER | B | |
| K&W | DE | MEMBER | B | |
| K&W | DE | MEMBER | B | |
| K&W | DE | MEMBER | B | |
| K&W | DE | MEMBER | B | |
| K&W, LLC | DE | MEMBER | B | |
| K&W, LLC | DE | MEMBER | B | |
| K&W, LLC | DE | MEMBER | B | |
| K&W, LLC | DE | MEMBER | B | |
| K&W, LLC | DE | MEMBER | B | |
| K&W, LLC | DE | MEMBER | B | |
| K&W, LLC | DE | MEMBER | B | |
| K&W, LLC | DE | MEMBER | B | |
| K&W, LLC | DE | MEMBER | B | |
| K&W, LLC | DE | MEMBER | B | |
| KUSHNER, GREGORY, PAUL | I | MEMBER | B | |
| KUSHNER, GREGORY, PAUL | I | MEMBER | B | |
| KUSHNER, GREGORY, PAUL | I | MEMBER | B | |
| KUSHNER, GREGORY, PAUL | I | MEMBER | B | |
| KUSHNER, GREGORY, PAUL | I | MEMBER | B | |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT | B | |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT | B | |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT | B | |
| KUSHNER, GREGORY, PAUL | I | SENIOR MANAGING DIRECTOR | B | Control |
| KUSHNER, GREGORY, PAUL | I | SENIOR MANAGING DIRECTOR | B | Control |
| KUSHNER, GREGORY, PAUL | I | SENIOR MANAGING DIRECTOR | B | Control |
| KUSHNER, GREGORY, PAUL | I | SENIOR MANAGING DIRECTOR | B | Control |
| KUSHNER, GREGORY, PAUL | I | SENIOR MANAGING DIRECTOR | B | Control |
| KUSHNER, GREGORY, PAUL | I | SENIOR MANAGING DIRECTOR | B | Control |
| KUSHNER, GREGORY, PAUL | I | SENIOR MANAGING DIRECTOR | B | Control |
| KUSHNER, GREGORY, PAUL | I | SENIOR MANAGING DIRECTOR | B | Control |
| KUSHNER, GREGORY, PAUL | I | SENIOR MANAGING DIRECTOR | B | Control |
| KUSHNER, GREGORY, PAUL | I | SENIOR MANAGING DIRECTOR | B | Control |
| OZUR, JASON, JAY | I | MEMBER | B | |
| OZUR, JASON, JAY | I | MEMBER | B | |
| OZUR, JASON, JAY | I | MEMBER | B | |
| OZUR, JASON, JAY | I | MEMBER | B | |
| OZUR, JASON, JAY | I | MEMBER | B | |
| OZUR, JASON, JAY | I | MEMBER | B | |
| OZUR, JASON, JAY | I | MEMBER | B | |
| OZUR, JASON, JAY | I | MEMBER | B | |
| OZUR, JASON, JAY | I | SENIOR MANAGING DIRECTOR | B | Control |
| OZUR, JASON, JAY | I | SENIOR MANAGING DIRECTOR | B | Control |
| OZUR, JASON, JAY | I | SENIOR MANAGING DIRECTOR | B | Control |
| OZUR, JASON, JAY | I | SENIOR MANAGING DIRECTOR | B | Control |
| OZUR, JASON, JAY | I | SENIOR MANAGING DIRECTOR | B | Control |
| OZUR, JASON, JAY | I | SENIOR MANAGING DIRECTOR | B | Control |
| OZUR, JASON, JAY | I | SENIOR MANAGING DIRECTOR | B | Control |
| OZUR, JASON, JAY | I | SENIOR MANAGING DIRECTOR | B | Control |
| OZUR, JASON, JAY | I | SENIOR MANAGING DIRECTOR | B | Control |
| OZUR, JASON, JAY | I | SENIOR MANAGING DIRECTOR | B | Control |
| WEINBERGER, ALYSSA, LYNDSEY | I | MEMBER | B | |
| WEINBERGER, ALYSSA, LYNDSEY | I | MEMBER | B | |
| WEINBERGER, ALYSSA, LYNDSEY | I | MEMBER | B | |
| WEINBERGER, ALYSSA, LYNDSEY | I | MEMBER | B | |
| WEINBERGER, ALYSSA, LYNDSEY | I | MEMBER | B | |
| WEINBERGER, ALYSSA, LYNDSEY | I | MEMBER | B | |
| WEINBERGER, ALYSSA, LYNDSEY | I | MEMBER | B | |
| WEINBERGER, ALYSSA, LYNDSEY | I | MEMBER | B | |
| FORD, DAVID, WRENN | I | PRESIDENT | A | Control |
| FORD, DAVID, WRENN | I | PRESIDENT | A | Control |
| FORD, DAVID, WRENN | I | PRESIDENT | A | Control |
| FORD, DAVID, WRENN | I | PRESIDENT | A | Control |
| FORD, DAVID, WRENN | I | PRESIDENT | A | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | A | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | A | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | A | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | A | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | A | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | A | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | A | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | A | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | A | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | A | Control |
| NG, CHUCK, KIT | I | CHIEF OPERATING OFFICER AND BOARD MEMBER | A | Control |
| NG, CHUCK, KIT | I | CHIEF OPERATING OFFICER AND BOARD MEMBER | A | Control |
| NG, CHUCK, KIT | I | CHIEF OPERATING OFFICER AND BOARD MEMBER | A | Control |
| NG, CHUCK, KIT | I | CHIEF OPERATING OFFICER AND BOARD MEMBER | A | Control |
| STERN, KENNETH, AARON | I | MEMBER | A | |
| STERN, KENNETH, AARON | I | MEMBER | A | |
| STERN, KENNETH, AARON | I | MEMBER | A | |
| STERN, KENNETH, AARON | I | MEMBER | A | |
| STERN, KENNETH, AARON | I | MEMBER | A | |
| STERN, KENNETH, AARON | I | MEMBER | A | |
| STERN, KENNETH, AARON | I | MEMBER | A | |
| STERN, KENNETH, AARON | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LIDO OAKHURST HOLDINGS, LLC | DE | OAKHURST ADVISORS HOLDINGS, LLC | E | Control |
| LIDO OAKHURST HOLDINGS, LLC | DE | OAKHURST ADVISORS HOLDINGS, LLC | E | Control |
| LIDO OAKHURST HOLDINGS, LLC | DE | OAKHURST ADVISORS HOLDINGS, LLC | E | Control |
| LIDO OAKHURST HOLDINGS, LLC | DE | OAKHURST ADVISORS HOLDINGS, LLC | E | Control |
| LIDO OAKHURST HOLDINGS, LLC | DE | OAKHURST ADVISORS HOLDINGS, LLC | E | Control |
| LIDO OAKHURST HOLDINGS, LLC | DE | OAKHURST ADVISORS HOLDINGS, LLC | E | Control |
| LIDO OAKHURST HOLDINGS, LLC | DE | OAKHURST ADVISORS HOLDINGS, LLC | E | Control |
| LIDO OAKHURST HOLDINGS, LLC | DE | OAKHURST ADVISORS HOLDINGS, LLC | E | Control |
| LIDO OAKHURST HOLDINGS, LLC | DE | OAKHURST ADVISORS HOLDINGS, LLC | E | Control |
| LIDO OAKHURST HOLDINGS, LLC | DE | OAKHURST ADVISORS HOLDINGS, LLC | E | Control |
| S&R OAKHURST HOLDINGS, LLC | DE | OAKHURST ADVISORS HOLDINGS, LLC | E | Control |
| S&R OAKHURST HOLDINGS, LLC | DE | OAKHURST ADVISORS HOLDINGS, LLC | E | Control |
| S&R OAKHURST HOLDINGS, LLC | DE | OAKHURST ADVISORS HOLDINGS, LLC | E | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | S&R OAKHURST HOLDINGS, LLC | C | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | S&R OAKHURST HOLDINGS, LLC | C | Control |
| GOLDMAN, RICHARD, DOUGLAS | I | S&R OAKHURST HOLDINGS, LLC | C | Control |
| ITSKOWITCH, STANLEY, SYLVAN | I | S&R OAKHURST HOLDINGS, LLC | C | Control |
| ITSKOWITCH, STANLEY, SYLVAN | I | S&R OAKHURST HOLDINGS, LLC | C | Control |
| ITSKOWITCH, STANLEY, SYLVAN | I | S&R OAKHURST HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
CA
Address
1875 CENTURY PARK EASTSUITE 900
LOS ANGELES, CA 90067
United States
Phone: 1-800-235-6517