Investment adviser · CRD 128939

OAKMONT CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

OAKMONT, PA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $3.09B
Client accounts: 994
Employees: 19
Advisory professionals: 16

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Charities	8	$1,059,571,194	34.3%
Retirement plans	5	$762,633,447	24.7%
Corporations & businesses	Fewer than 5	$717,814,310	23.3%
High-net-worth individuals	117	$452,950,530	14.7%
Government entities	22	$47,816,328	1.5%
Individuals	169	$45,789,371	1.5%

Filing source

Form ADV 2072248 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HAMMER FUND, LPHedge Fund · Last reported Mar 24, 2016$225KGross asset value

Auditor HERBEIN+COMPANY, INC. PITTSBURGH, Pennsylvania, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-8148075683
Reported beneficial owners: 3
Minimum commitment: $100K

Form ADV 997902 · Mar 24, 2016 · 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.

OAKMONT OPPORTUNITY FUND, LPHedge Fund · Last reported May 30, 2023$214KGross asset value

Auditor HERBEIN & COMPANY, INC. PITTSBURGH, Pennsylvania, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

HERBEIN & COMPANY, INC.
PCAOB 1823

Fund details & source

Fund ID: 805-5505486305
Reported beneficial owners: 6
Minimum commitment: $50K

Form ADV 1765890 · May 30, 2023 · 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: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

856 ALLEGHENY RIVER BLVD
OAKMONT, PA, 15139, United States

CRD 128939

Filing source

Form ADV 2072248 · Mar 30, 2026 · 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.