# Oakley Financial

Oakley Financial is an Asset Manager based in Santa Monica, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Santa Monica, United States
- **Region:** North America
- **Address:** Santa Monica, CA, United States
- **Assets under management:** Undisclosed
- **Website:** oakleyfinancial.com

## Regulatory record

- **CRD number:** 328793
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328793

## About

OAKLEY FINANCIAL LLC is a state-registered investment adviser with $53 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### What investment strategies does Oakley Financial pursue?

Oakley Financial focuses on alternative credit and real estate investments. The firm deploys capital into structured credit instruments including senior secured loans, mezzanine debt, and preferred equity, alongside direct commercial real estate investments. Its strategy targets value-oriented opportunities where complex capital structures create pricing advantages.

### What is Oakley Financial's geographic focus?

The firm concentrates its investment activity in the Western United States, with a primary emphasis on California. Its principals maintain origination networks with regional banks, developers, and specialty finance companies across this geography. This regional focus allows the firm to source transactions below the competitive thresholds of national institutional platforms.

### What differentiates Oakley Financial's underwriting approach from other credit managers?

The firm combines structured credit expertise with direct real estate underwriting capability, a dual competency that distinguishes it from pure credit funds. This allows Oakley Financial to evaluate both the operating business and the underlying property in asset-heavy transactions. The principals' backgrounds in workout situations and restructurings inform a credit culture emphasizing downside protection and covenant structures.

### Where does Oakley Financial source its deal flow?

The firm sources investments through long-standing relationships with regional banks, developers, and specialty finance companies rather than competitive auction processes. Its principals' origination networks in the Western United States, particularly California, provide access to off-market and relationship-driven transactions. This approach targets opportunities where information advantages and structuring expertise can generate returns independent of market-wide pricing dynamics.

## Related profiles

- [Oaklawn Capital Management](https://altss.com/profile/oaklawn-capital-management-llc)
- [Oaks Wealth Management](https://altss.com/profile/oaks-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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