# Oakmont Capital Management

Oakmont Capital Management is a Multi Family Office based in Oakmont, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Oakmont, United States
- **Region:** North America
- **Address:** Oakmont, PA, United States
- **Founded:** 2002
- **Assets under management:** 3141 (Altss estimate)
- **Website:** oakmontcap.com
- **LinkedIn:** https://www.linkedin.com/company/oakmont-capital-management-llc

## Regulatory record

- **CRD number:** 128939
- **SEC file number:** 801-71287
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128939

## About

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.

## Sectors

- Healthcare Services
- Biotech

## Offices

- Pittsburgh, PA, United States

## People

- 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

## 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.

## Related profiles

- [ArthaScope](https://altss.com/profile/arthascope)
- [Valor Advisors](https://altss.com/profile/valor-advisors-llc)

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

Canonical page: https://altss.com/profile/oakmont-capital-management

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