Multi-Family OfficeRIA · CRD 128939SEC-Registered

Updated:

Oakmont Capital Management

Oakmont Capital Management was established in 2002 by Lawrence Jon Koteski in Oakmont, Pennsylvania. The firm grew from Koteski’s advisory practice into a...

Oakmont Capital Management logo

Oakmont Capital Management

Oakmont Capital Management was established in 2002 by Lawrence Jon Koteski in Oakmont, Pennsylvania. The firm grew from Koteski’s advisory practice into a multi-family office serving multiple client types. Oakmont provides wealth management, institutional consulting, and family office services. Its investment types include hedge funds, private equity, real estate, and philanthropic vehicles. The firm maintains a North American geographic focus and lists healthcare services and biotech among its sector interests. No specific portfolio holdings or co-investors appear in public records. The firm operates from its Oakmont headquarters and a Pittsburgh office. Lawrence Jon Koteski holds the CFA and CAIA designations. Several partners joined through a prior merger with BilkeyKatz. No operational events from the last 24 months are documented in available sources. Oakmont maintains separate vehicles including the Oakmont Opportunity Fund LP and Hammer Fund LP. These structures sit alongside its core advisory and consulting activities.

General information

Firm type

Multi Family Office

Year founded

2002

AUM

3141 (Altss estimate)

Location

Region

North America

Country

United States

City

Oakmont

Corporate office

Oakmont, PA, United States

Additional offices

Pittsburgh, PA, United States

Principals

Lawrence Jon Koteski

Founder, CEO, and Managing Member

Darrin K. Duda

Partner and Chief Investment Officer

Patrick W. Fisher

Partner and Head of Consulting Services

Marc C. De Fife

Partner

Sector focus

Healthcare ServicesBiotech

Frequently asked questions

Who runs investment decisions at Oakmont Capital Management?

Lawrence Jon Koteski serves as Founder, CEO, and Managing Member. Darrin K. Duda holds the role of Partner and Chief Investment Officer.

What investment types does Oakmont Capital Management use?

The firm deploys across hedge funds, private equity, real estate, and philanthropic or mission-related investing.

Does Oakmont Capital Management maintain additional offices?

Yes. In addition to its Oakmont headquarters, the firm operates an office at 411 Seventh Avenue in Pittsburgh.

Which sectors receive explicit focus from Oakmont Capital Management?

Confirmed sector coverage includes healthcare services and biotech.

How is Oakmont Capital Management structured relative to its clients?

It operates as a multi-family office offering both discretionary and non-discretionary portfolio management alongside institutional consulting.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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