Investment adviser · CRD 112337

OAKMONT CORPORATION

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Jul 16, 2026

Regulatory AUM: $2.22B
Client accounts: 87
Employees: 35
Advisory professionals: 6

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
High-net-worth individuals	63	$1,476,937,856	66.6%
Pooled investment vehicles	13	$475,204,000	21.4%
Corporations & businesses	5	$138,802,217	6.3%
Charities	Fewer than 5	$126,521,254	5.7%
Individuals	Fewer than 5	$0	0.0%

Filing source

Form ADV 2120267 · Jul 16, 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

22 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.

VICENTE, LTD., A NEVADA LIMITED PARTNERSHIPOther Private Fund · Last reported Jul 16, 2026$239MGross asset value

Auditor ERNST & YOUNG LOS ANGELES, California, United States

Custodian BANK OF AMERICA, PRIVATE BANK LOS ANGELES, California, United States Related to adviser: No

Custodian MORGAN STANLEY SMITH BARNEY LLC LOS ANGELES, 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

ERNST & YOUNG
PCAOB 42

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source

Fund ID: 805-5545280217
Reported beneficial owners: 4
Minimum commitment: $0

Form ADV 2120267 · Jul 16, 2026 · 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.

UDINE WAY, LLCPrivate Equity Fund · Last reported Jul 16, 2026$33.4MGross asset value

Form D fundraising filings

Udine Way, LLC

Auditor ERNST & YOUNG LOS ANGELES, California, United States

Custodian BANK OF AMERICA, PRIVATE BANK LOS ANGELES, 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

ERNST & YOUNG
PCAOB 42

Fund details & source

Fund ID: 805-1909780946
Reported beneficial owners: 14
Minimum commitment: $0
Form D file number: 021-383933

Form ADV 2120267 · Jul 16, 2026 · 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.

MARIEL LANE, LLCPrivate Equity Fund · Last reported Jul 16, 2026$31.3MGross asset value

Form D fundraising filings

Mariel Lane, LLC

Auditor ERNST & YOUNG LOS ANGELES, California, United States

Custodian BANK OF AMERICA, PRIVATE BANK LOS ANGELES, 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

ERNST & YOUNG
PCAOB 42

Fund details & source

Fund ID: 805-3678967656
Reported beneficial owners: 16
Minimum commitment: $0
Form D file number: 021-365623

Form ADV 2120267 · Jul 16, 2026 · 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.

KELTON 2021 QOF, LLCOther Private Fund · Last reported Jul 16, 2026$29.4MGross asset value

Form D fundraising filings

Kelton 2021 QOF, LLC

Auditor ERNST & YOUNG LOS ANGELES, California, United States

Custodian BANK OF AMERICA, PRIVATE BANK LOS ANGELES, 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

ERNST & YOUNG
PCAOB 42

Fund details & source

Fund ID: 805-7557203608
Reported beneficial owners: 10
Minimum commitment: $0
Form D file number: 021-430070

Form ADV 2120267 · Jul 16, 2026 · 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.

FOOTHILL ROAD, LPOther Private Fund · Last reported Jul 16, 2026$26.6MGross asset value

Form D fundraising filings

Foothill Road, LP

Auditor ERNST & YOUNG LLP LOS ANGELES, California, United States

Custodian BANK OF AMERICA, PRIVATE BANK LOS ANGELES, 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

ERNST & YOUNG LLP
PCAOB 42

Fund details & source

Fund ID: 805-8738135247
Reported beneficial owners: 8
Minimum commitment: $0
Form D file number: 021-243098

Form ADV 2120267 · Jul 16, 2026 · 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.

SIENNA WAY II, LLCHedge Fund · Last reported Jul 16, 2026$20.7MGross asset value

Form D fundraising filings

Sienna Way II, LLC

Auditor ERNST & YOUNG LLP LOS ANGELES, California, United States

Custodian BANK OF AMERICA, PRIVATE BANK LOS ANGELES, 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

ERNST & YOUNG LLP
PCAOB 42

Fund details & source

Fund ID: 805-8879898143
Reported beneficial owners: 11
Minimum commitment: $0
Form D file number: 021-288220

Form ADV 2120267 · Jul 16, 2026 · 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.

CORNELL ROAD, LLCPrivate Equity Fund · Last reported Jul 16, 2026$20.7MGross asset value

Form D fundraising filings

Cornell Road, LLC

Auditor ERNST & YOUNG LLP LOS ANGELES, California, United States

Custodian BANK OF AMERICA, PRIVATE BANK LOS ANGELES, California, United States Related to adviser: No

Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, 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

ERNST & YOUNG LLP
PCAOB 42

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

Fund details & source

Fund ID: 805-2008843894
Reported beneficial owners: 11
Minimum commitment: $0
Form D file number: 021-326775

Form ADV 2120267 · Jul 16, 2026 · 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: Jul 16, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

515 S. FLOWER STREET, SUITE 4150
LOS ANGELES, CA, 90071, United States

CRD 112337

Filing source

Form ADV 2120267 · Jul 16, 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.