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H••••• D••••• L••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundprivate equity fund3(c)(1)

H••••• D••••• L••

advised by OAKMONT CORPORATION

California, United States

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Search this name across graphsid dfx:ria:c38deee3-5a34-8101-6d27-211a98d1886e

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2021 to Jul 16, 2026
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

H••••• D••••• L••

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: OAKMONT CORPORATIONCRD 112337
Fund type: Private Equity Fund
Latest reported GAV: $13.1Mgross asset value on Schedule D 7.B(1), as of 2026-07-16; never fund size
Peak reported GAV: $45.9M
Beneficial owners: 14
Minimum investment: $0
Owned by the adviser: 9700%
Owned by funds of funds: 500%
Owned by non-US persons: 0%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
May 16, 2024	$9.2M	14

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
BANK OF AMERICA	BANK OF AMERICA, PRIVATE BANK	LOS ANGELES	California	United States	no	n/a
CITIGROUP GLOBAL MARKETS INC.	CITIGROUP GLOBAL MARKETS INC.	NEW YORK	New York	United States	no	8-8177

Relationships

Advises (1)

← OAKMONT CORPORATIONRegistered adviserPrivate Equity Fund, IA
Mar 30, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c38deee3-5a34-8101-6d27-211a98d1886e
First observed: Mar 30, 2021
Last observed: Jul 16, 2026 2 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.