Investment adviser · CRD 168087
OAK MOUNTAIN ADVISORS
Investment adviser filing (IA)
OAK MOUNTAIN ADVISORS LLC
CHICAGO, IL, United States · Form ADV filed Feb 14, 2014
- Regulatory AUM
- $23.3M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
OAK MOUNTAIN FUND, L.P.Hedge Fund · Last reported Feb 14, 2014$15.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
Fund details & source
- Fund ID
- 805-3696833640
- Reported beneficial owners
- 5
- Minimum commitment
- $500K
- Form D file number
- 021-186822
Form ADV 787594 · Feb 14, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Feb 14, 2014. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
737 N MICHIGAN, SUITE 1570CHICAGO, IL, 60611, United States
CRD 168087
Filing source
Form ADV 787594 · Feb 14, 2014 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.