Oakmont Corporation
- Regulatory AUM
- $2.2B
- Discretionary
- $2.2B
- Clients
- 81
- Avg AUM / client
- $27.4M
- Accounts
- 87
- Employees
- 35
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $0 | — |
| High net worth individuals | 63 | $1.5B | 66.6% |
| Pooled investment vehicles (non-investment companies) | 13 | $475M | 21.4% |
| Charitable organizations | Fewer than 5 clients | $127M | 5.71% |
| Corporations and other businesses | 5 | $139M | 6.26% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cabo Del Sol Holdings, Llc | Real Estate Fund | Delaware | $524M | 15 |
| Vicente, Ltd., A Nevada Limited Partnership | Other Private Fund | Nevada | $218M | 4 |
| Via Verona, Llc | Other Private Fund | California | $55.0M | 16 |
| Cornell Road, Llc | Private Equity Fund | California | $45.6M | 8 |
| Mariel Lane, Llc | Private Equity Fund | California | $36.5M | 14 |
| Udine Way, Llc | Private Equity Fund | California | $31.6M | 12 |
| Kelton 2021 Qof, Llc | Other Private Fund | Delaware | $29.4M | 8 |
| Foothill Road, Lp | Other Private Fund | Delaware | $18.3M | 9 |
| Sienna Way Ii, Llc | Hedge Fund | California | $12.9M | 10 |
| Condor Ridge Viii, Llc | Private Equity Fund | California | $11.5M | 15 |
| Hamner Drive, Llc | Private Equity Fund | California | $9.2M | 14 |
| Levico Way, Llc | Private Equity Fund | California | $3.8M | 15 |
| Clifton Way, Llc | Hedge Fund | California | $3.5M | 11 |
| Cove Investors Iii, Lllc | Private Equity Fund | California | $968K | 7 |
| Cove Investors Ii, Llc | Private Equity Fund | California | $926K | 4 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Miller, Robert, Marvin | Cco, General Counsel, Secretary And Chief Administrative Officer | Jul 2008 (18y) | Less than 5% | |
| Carlton, Peter, Weldon | President | Mar 2018 (8y) | Less than 5% | |
| Drevlow, Matthew, John | Chief Financial Officer | Jan 2020 (7y) | Less than 5% | |
| Spogli, Ronald, Paul | Co Trustee | Sep 2023 (3y) | GP / trustee / elected manager of Robert A. Day Trust Dated March 22, 2000, As Amended (indirect) | |
| Gupta, Sumo | Portfolio Manager | May 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Robert A. Day Trust Dated March 22, 2000, As Amended | Shareholder | Mar 2000 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (15, $1.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cabo Del Sol Holdings, Llc | Real Estate Fund | $524M | $0 | 15 |
| Vicente, Ltd., A Nevada Limited Partnership | Other Private Fund | $218M | $0 | 4 |
| Via Verona, Llc | Other Private Fund | $55.0M | $0 | 16 |
| Cornell Road, Llc | Private Equity Fund | $45.6M | $0 | 8 |
| Mariel Lane, Llc | Private Equity Fund | $36.5M | $0 | 14 |
| Udine Way, Llc | Private Equity Fund | $31.6M | $0 | 12 |
| Kelton 2021 Qof, Llc | Other Private Fund | $29.4M | $0 | 8 |
| Foothill Road, Lp | Other Private Fund | $18.3M | $0 | 9 |
| Sienna Way Ii, Llc | Hedge Fund | $12.9M | $0 | 10 |
| Condor Ridge Viii, Llc | Private Equity Fund | $11.5M | $0 | 15 |
| Hamner Drive, Llc | Private Equity Fund | $9.2M | $0 | 14 |
| Levico Way, Llc | Private Equity Fund | $3.8M | $0 | 15 |
| Clifton Way, Llc | Hedge Fund | $3.5M | $0 | 11 |
| Cove Investors Iii, Lllc | Private Equity Fund | $968K | $0 | 7 |
| Cove Investors Ii, Llc | Private Equity Fund | $926K | $0 | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 3.48 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Bank Of America Private Bank $501M (23% of AUM) Jul 2026
- U.S. Trust Company $487M (62% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗