Updated:
Oakmonte Wealth Management
Oakmonte Wealth Management was founded in 2010 by Managing Partners John J. Kriz, Robert J. Martorana, and Michael J. Shuhy.
Oakmonte Wealth Management
Oakmonte Wealth Management was founded in 2010 by Managing Partners John J. Kriz, Robert J. Martorana, and Michael J. Shuhy. The firm operates as a registered investment advisor serving wealthy families and individuals, with a focus on comprehensive wealth management rather than single-asset-class investing. The firm allocates client capital across a diversified mix that includes public equities, fixed income, alternative investments, and cash. Oakmonte emphasizes tax-efficient strategies and multi-generational wealth transfer, with a geographic focus on clients in the Northeastern United States. The firm does not publicly disclose specific portfolio companies or direct co-investment deals. Oakmonte reports roughly $2.5B in regulatory assets under management as of 2024. A team of roughly 15 professionals delivers integrated financial planning, investment management, and estate planning services from a single office in Princeton, New Jersey. The firm has not publicly announced any new funds, offices, or leadership changes in the last 24 months. Oakmonte's structural differentiator is its multi-family office model built around tax-centric planning: the firm integrates CPA-level tax expertise directly into the investment process, a structure more common at large accounting firms than at independent RIAs. This gives client families one shop for both portfolio decisions and tax liability management.
General information
Firm type
Multi Family Office
Year founded
2010
AUM
$2.5B (per public record, 2024)
Location
Region
North America
Country
United States
City
Princeton
Corporate office
Princeton, NJ, United States
Principals
John J. Kriz
Managing Partner
Robert J. Martorana
Managing Partner
Michael J. Shuhy
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Oakmonte Wealth Management?
Oakmonte is led by three Managing Partners — John J. Kriz, Robert J. Martorana, and Michael J. Shuhy — who together oversee investment strategy and client relationships. The firm employs a team-based approach rather than designating a single CIO (per the firm's ADV filing).
Is Oakmonte structured as a single family office or a multi-family office?
Oakmonte operates as a multi-family office (MFO) and registered investment advisor. It serves multiple unrelated families and individuals, not a single wealth origin. The firm's three managing partners don't all share the same family wealth source.
How does Oakmonte source proprietary deal flow?
Oakmonte does not publicly market proprietary deal sourcing. Its investment approach appears to rely on standard institutional channels — third-party asset managers, publicly traded securities, and alternative investment funds — rather than direct origination or club deals.
What investment stages does Oakmonte typically target?
Oakmonte's regulatory filings and public profile indicate a focus on traditional public market and alternative investment strategies, not venture-stage or early-growth direct investing. The firm allocates across liquid and illiquid asset classes with an emphasis on tax efficiency.
Does Oakmonte participate in fund commitments or only direct deals?
Public records suggest Oakmonte primarily commits to third-party investment funds on behalf of clients, rather than leading direct deals. Its ADV filing lists advisory services for separately managed accounts and pooled investment vehicles.
Where does the underlying wealth come from?
Oakmonte does not disclose the specific wealth origins of its client families. As a multi-family office, the client base likely includes business owners, corporate executives, and inheritors from the greater Princeton / New Jersey region.
What is Oakmonte's known posture on co-investments alongside external GPs?
Oakmonte does not publicly report direct co-investment activity. Its registered advisory model suggests it may act as an allocator to funds (private equity, real estate, credit) rather than as a co-investor alongside general partners.
Profile maintained by Altss 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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: