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CRD 128939
OAKMONT, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| LAWRENCE JON KOTESKI | Chartered Financial Analyst | OAKMONT, PA | 22 | 30 | n/a | no |
| THOMAS SCOTT THOMPSON | n/a | OAKMONT, PA | 17 | 45 | 2 | no |
| MICHAEL GEORGE LADAKOS | n/a | OAKMONT, PA | 16 | 40 | n/a | no |
| GINA MARIE KOVATCH | n/a | OAKMONT, PA | 9 | 27 | 1 | no |
| Kyle Richard Rioboli | Chartered Financial Analyst | OAKMONT, PA | 5 | 11 | n/a | no |
| Michael Thomas Komaniak | n/a | OAKMONT, PA | 3 | 14 | n/a | no |
| JERRY EDWARD KATZ | Chartered Financial Analyst | PITTSBURGH, PA | OAKMONT, PA | 0 | 41 | 1 | no |
| DARRIN KEITH DUDA | Chartered Financial Analyst | PITTSBURGH, PA | OAKMONT, PA | 0 | 34 | 1 | no |
| PATRICK WILLIAM FISHER | Chartered Financial Analyst | PITTSBURGH, PA | OAKMONT, PA | 0 | 25 | 2 | no |
| Nathan Davis Graham | n/a | OAKMONT, PA | 0 | 12 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| HAMMER FUND, LP | Hedge Fund | $225,343 | Mar 24, 2016 | 3 | Mar 30, 2012 | dropped | n/a |
| OAKMONT OPPORTUNITY FUND, LP | Hedge Fund | $214,366 | May 30, 2023 | 6 | Mar 30, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KOTESKI, LAWRENCE, JON | MANAGING MEMBER | E | yes | 06/2002 | Mar 30, 2012 | Aug 2, 2024 |
| KOVATCH, GINA, MARIE | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2018 | Mar 29, 2018 | Aug 2, 2024 |
| DEFIFE, MARC, CHRISTOPHER | MEMBER/PASSIVE | B | no | 03/2006 | Mar 30, 2012 | Aug 2, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Washington | Dc | United States | 1 | no |
| Naples | FL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $3.1B | $532M | 19 | 16 | 1 | n/a | n/a |
| 2024 | Mar 27, 2025 | $631M | $470M | 10 | 6 | 2 | n/a | n/a |
| 2023 | Mar 28, 2024 | $528M | $393M | 11 | 7 | 2 | n/a | n/a |
| 2022 | Mar 30, 2023 | $456M | $341M | 8 | 5 | 1 | 1 | $214,366 |
| 2021 | Mar 29, 2022 | $473M | $361M | 8 | 5 | 1 | 1 | $205,725 |
| 2020 | Mar 29, 2021 | $488M | $338M | 7 | 5 | 1 | 1 | $201,120 |
| 2019 | Mar 30, 2020 | $401M | $282M | 7 | 6 | 1 | 1 | $179,806 |
| 2018 | Mar 28, 2019 | $352M | $240M | 7 | 6 | 2 | 1 | $95,500 |
| 2017 | Mar 29, 2018 | $322M | $236M | 6 | 6 | 2 | 1 | $95,500 |
| 2016 | Mar 28, 2017 | $275M | $182M | 9 | 9 | n/a | 1 | $95,500 |
| 2015 | Mar 24, 2016 | $208M | $112M | 6 | 6 | n/a | 2 | $320,843 |
| 2014 | Mar 31, 2015 | $186M | $90.8M | 6 | 6 | n/a | 2 | $320,843 |
| 2013 | Mar 27, 2014 | $154M | $77.9M | 6 | 6 | n/a | 2 | $337,396 |
| 2012 | Mar 27, 2013 | $116M | $59.9M | 5 | 4 | n/a | 2 | $337,396 |
| 2011 | Mar 30, 2012 | $100M | $50.4M | n/a | n/a | n/a | 2 | $331,469 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 0 | 3 | 0.0% | 0 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.1B | $631M | 389.5% | $456M | 89.2% | 19 | 10 | 1 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| BILKEYKATZ INVESTMENT CONSULTANTS | 2 | Dec 3, 2025 | Oct 14, 2025 | PITTSBURGH, PA | Team lift out | Other | 66.7% |