Oakmont Corporation

Oakmont Corporation, established in August 1980, is a California-based family office offering investment advice, financial planning, and administrative services to family members, individuals, and affiliated entities. The firm also manages several pooled investment vehicles. Oakmont primarily invests on a discretionary basis in equity and equity-related securities, debt securities, venture capital, private equity, real estate, and leveraged buyout funds. Clients may also invest directly in real estate and privately held companies. The firm tailors its services to individual client needs and may impose restrictions on certain investments. As of December 31, 2022, Oakmont had over $2 billion in discretionary assets under management. The firm charges annual management fees ranging from 0.75% to 0.85% based on the type of investments. Additionally, Oakmont may charge fixed or asset-based administrative fees to certain entities. Clients have investment discretion but can provide specific instructions or restrictions. Oakmont discloses its brokerage practices, including soft dollar relationships, and has a Code of Ethics in place. The firm reviews client accounts regularly and engages Institutional Shareholders Services Inc. for proxy voting. Oakmont maintains client privacy and data security measures in compliance with federal standards.