Oakmont Corporation

Oakmont Corporation, legally known as OAKMONT CORPORATION, is a California-based firm that has been approved by the SEC since September 3, 1992. With 35 employees, including 7 who work in advisory roles, the company serves 31 clients with professionalism and dedication.

• FRED GLUCKMAN

  CFO AND MANAGING DIRECTOR owns less than 5%

• PETER CARLTON

  PRESIDENT owns less than 5%

• ROBERT A. DAY TRUST DATED MARCH 22, 2000, AS AMENDED

  SHAREHOLDER owns 75% or more

• ROBERT ADDISON DAY

  CHAIRMAN owns less than 5%

• ROBERT M MILLER

  CCO, COO, SECRETARY AND MANAGING DIRECTOR owns less than 5%

• BANK OF AMERICA
  United States
• MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
  United States
• MORGAN STANLEY SMITH BARNEY LLC
  United States
• U.S. TRUST
  United States

• Windward Capital Management Co
• NWQ Investment Management Company LLC
• Breakaway Capital Management Holdings LLC
• Five Arrows Managers North America LLC
• Triton Pacific Adviser LLC
• Arena Capital Advisors LLC
• Kayne Anderson Capital Advisors LP
• Legacy Partners LLC
• Imperial Capital Asset Management LLC
• Freeman Spogli Management Co LP

• Comparing Oakmont Corp's Q3 2022 and Q4 2022 fund holdings: A review of the biggest changes

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