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).

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.

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.

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.

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.

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.

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.