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Oakmont Financial Services
OAKMONT FINANCIAL SERVICES, L.L.C. is a state-registered investment adviser in MCKINNEY, TX. The firm manages approximately $38 million in regulatory assets.
Overview
OAKMONT FINANCIAL SERVICES, L.L.C. is a state-registered investment adviser in MCKINNEY, TX. The firm manages approximately $38 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Mckinney
Corporate office
New York, NY, United States
Frequently asked questions
Does Oakmont Financial Services invest directly or through fund commitments?
Single-family offices of Oakmont's profile often maintain a flexible mandate that permits both direct co-investments in operating companies and real assets, as well as limited-partner commitments to external private equity, venture capital, and hedge fund managers. The precise balance between direct and indirect investment at Oakmont has not been made public.
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