OAKMONT PARTNERS LLC Overview
Oakmont Partners Llc is an investment advisor that manages 228.3 MM dollars in regulatory AUM and has 7 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 621MM in positions, representing 272% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 621MM in positions, representing 272% of the manager's regulatory AUM.
OAKMONT PARTNERS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OAKMONT PARTNERS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWF | 4.51% | ETF | 6.39% | -0.11% | 0 | 8% | ||
| AAPL | 4.38% | Tech | 0.85% | -0.2% | 0 | 36% | ||
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FEATURED IN
OAKMONT PARTNERS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Peter F. Mawn | Managing Partner | May-2006 |
| John F. Desimone | Chief Compliance Officer/Managing Partner | December-2006 |
| Myranda J. Obara | Managing Partner | March-2007 |
OAKMONT PARTNERS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
OAKMONT PARTNERS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Under Item 4, we outlined our investment philosophy and investment strategy. Oakmont’s investment philosophy is premised upon diversification and asset allocation across the Asset Categories and Classes. Within each Asset Class, Oakmont seeks to diversify the portfolio using predominantly ETFs and mutual funds. From time to time and when appropriate, Oakmont will purchase individual stocks and bonds. Item 4 further provide the terms and conditions under which private investments are recommended to clients.
Risks
While research suggests well allocated and diversified portfolios experience less volatility during normal market conditions, during periods of extraordinary volatility, Asset Classes tend to behave similarly thus reducing the benefit of allocation and diversification. As a result, a client can experience losses should these conditions arise.
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Under Item 4, we outlined our investment philosophy and investment strategy. Oakmont’s investment philosophy is premised upon diversification and asset allocation across the Asset Categories and Classes. Within each Asset Class, Oakmont seeks to diversify the portfolio using predominantly ETFs and mutual funds. From time to time and when appropriate, Oakmont will purchase individual stocks and bonds. Item 4 further provide the terms and conditions under which private investments are recommended to clients.
Risks
While research suggests well allocated and diversified portfolios experience less volatility during normal market conditions, during periods of extraordinary volatility, Asset Classes tend to behave similarly thus reducing the benefit of allocation and diversification. As a result, a client can experience losses should these conditions arise.
INVESTING DOES ENTAIL...
Unlock Full Investment Process Description
OAKMONT PARTNERS LLC Portfolio Concentration
OAKMONT PARTNERS LLC Location
112 WATER STREET
SUITE 300
BOSTON, Massachusetts
UNITED STATES, 02109
SUITE 300
BOSTON, Massachusetts
UNITED STATES, 02109
OAKMONT PARTNERS LLC Contact Information
Phone Number: 617-227-3170
Fax Number: 617-227-3177
Website: http://www.oakmontpwm.com
Fax Number: 617-227-3177
Website: http://www.oakmontpwm.com
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