DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
O••••••• A•••••••
Legal name O••••••• A•••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Nov 18, 2015 · 23 filings
SEC status approved since Apr 27, 2016
RAUM
$1.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$1.2B
derived; firm RAUM over IAPD count
Employees
14
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
15
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$1.2B as of Mar 30, 2026
Jan 25, 2018$21.7M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 30, 2026
Mar 30, 20160 then
Employees (5.A)14 as of Mar 30, 2026
Mar 30, 20162 then
Private funds15 as of Mar 30, 2026
Mar 29, 201910 then
RAUM +1.2% over the last fiscal year-4.0% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $1.2BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $54.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 14.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.2B, 23 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 23reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.2B for 23 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••••• L•• N• | Los Angeles, Ca | Jan 1, 2026 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
28 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O••••••• R••• E••••• F••• X••• L• | Real Estate Fund | $93.4M | 307 | Mar 30, 2020 |
| M••••••• R••• E••••• F••• I•• L• | Real Estate Fund | $32.2M | 84 | Mar 31, 2022 |
| G•••••• F••• O• F•••• I• L• | Real Estate Fund | $18.3M | 50 | Mar 30, 2021 |
| M••••••• R••• E••••• F••• V• L• | Real Estate Fund | $17.4M | 90 | Mar 30, 2023 |
| M••••••• R••• E••••• F••• I••• L• | Real Estate Fund | $17.1M | 53 | Mar 31, 2022 |
| O••••••• H••••••••• F••• I• L• | Real Estate Fund | $16.5M | 62 | Mar 30, 2020 |
| M••••••• R••• E••••• F••• I• L• | Real Estate Fund | $14.2M | 1 | Mar 30, 2021 |
| S•• R••• E••••• F••• X• L• | Real Estate Fund | $14.1M | 58 | Mar 29, 2019 |
| O••••••• R••• E••••• F••• X•• L• | Real Estate Fund | $10.4M | 38 | Mar 30, 2020 |
| M••••••• H••••••••• F••• I• L• | Real Estate Fund | $7.8M | 41 | Mar 28, 2024 |
| S•• R••• E••••• F••• X•• L• | Real Estate Fund | $7.3M | 49 | Mar 30, 2018 |
| S•• R••• E••••• F••• I•• L• | Real Estate Fund | $6.9M | 65 | Mar 30, 2018 |
| O••••••• R••• E••••• F••• X••• L• | Real Estate Fund | $6.7M | 53 | Mar 30, 2020 |
| S•• R••• E••••• F••• V••• L•no longer reported | Real Estate Fund | $6.7M | 56 | Mar 30, 2018 |
| S•• R••• E••••• F••• I•• L•no longer reported | Real Estate Fund | $5.7M | 100 | Mar 30, 2018 |
| S•• R••• E••••• F••• I•• L• • C•••• E• | Real Estate Fund | $5.1M | 2 | Mar 30, 2023 |
| L•••••••• C•••••••• I• L•• S••••• 4• | Real Estate Fund | $4.9M | 22 | Mar 30, 2023 |
| L•••••••• C•••••••• I• L•• S••••• 1• | Real Estate Fund | $4.1M | 29 | Mar 29, 2019 |
| S•• R••• E••••• F••• V•••• L• | Real Estate Fund | $4.1M | 89 | Mar 30, 2018 |
| L•••••••• C•••••••• I• L•• S••••• 3• | Real Estate Fund | $4.0M | 23 | Mar 31, 2022 |
| S•• R••• E••••• F••• V• L•no longer reported | Real Estate Fund | $3.7M | 60 | Mar 30, 2018 |
| L•••••••• C•••••••• I• L•• S••••• 2• | Real Estate Fund | $2.7M | 20 | Mar 30, 2021 |
| S•• R••• E••••• F••• I•• L• • C•••• A•no longer reported | Real Estate Fund | $2.1M | 86 | Mar 30, 2018 |
| S•• R••• E••••• F••• I• L• | Real Estate Fund | $2.0M | 46 | Mar 30, 2018 |
| O••••••• R••• E••••• F••• X••• L• | Real Estate Fund | $1.5M | 4 | Mar 30, 2021 |
| S•• R••• E••••• F••• I•• L• • C•••• C•no longer reported | Real Estate Fund | $928,016 | 83 | Mar 30, 2020 |
| S•• R••• E••••• F••• I•• L• • C•••• D• | Real Estate Fund | $1,336 | 44 | Mar 30, 2020 |
| M••••••• R••• E••••• F••• I•• L• • S•••••• A•••••• A•no longer reported | Real Estate Fund | $0 | 0 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• N••••• K•••• · Board Membercontrolsince 12/2022 · owns less than 5%
- G••••••• R••••••• D•••••• · Chief Executive Officer, President, And Board Membercontrolsince 06/2018 · owns 25% to 50%
- L••• J••••• P••• F• · Chief Legal Officer & Chief Compliance Officercontrolsince 01/2018 · owns less than 5%
- N•• C••••• K•• · Chief Operating Officer And Board Membercontrolsince 06/2018 · owns 5% to 10%
- G••••••• R••••••• D•••••• · Membercontrolsince 06/2018 · owns 25% to 50% of S•• O••••••• H•••••••• L••
- I••••••••• S••••••• S••••• · Membercontrolsince 06/2018 · owns 25% to 50% of S•• O••••••• H•••••••• L••
Entity owners
- O••••••• A••••••• H•••••••• L•• · Memberdirect · owns 50% to 75%
- S•• O••••••• H•••••••• L•• · Memberindirect · owns 75% or more of O••••••• A••••••• H•••••••• L••
Related persons
Schedule D 7.A
- A•• G•• L••pooled vehicle sponsorn
- G•••••• F••• O• F•••• G•• L••pooled vehicle sponsorn
- H•• A•••• S•••••••• L••pooled vehicle sponsorn
- L•••••••• C•••••••• M••••••• L••pooled vehicle sponsory
- M••••••• H••••••••• F••• I• G•• L••pooled vehicle sponsorn
- M••••••• I••••• F••• G•• L••pooled vehicle sponsorn
- M••••••• P••••• J•• L••pooled vehicle sponsorn
- M••••••• R••• E••••• F••• G•• L••pooled vehicle sponsorn
- M••••••• C•••••• M••••••••• L••investment advisernRAUM $87.8M
- O••••••• I••••• F••• G•• L••pooled vehicle sponsory
- O••••••• O••••••••• L•••••• F••• G•• L••pooled vehicle sponsory
- O••••••• R••• E••••• A•••••••• L••pooled vehicle sponsory
- O••••••• R••• E••••• F••• G• I•• L••pooled vehicle sponsory
- P•••••• S••••••••• L••pooled vehicle sponsorn
- P•••••••• I••••• F••• G•• L••pooled vehicle sponsorn
- P•••••••• R••• E••••• F••• I• G•• L••pooled vehicle sponsorn
- P•••••••• R••• E••••• F••• I• G•• L••pooled vehicle sponsory
- R•• R••••• A•••••••• I•••pooled vehicle sponsorn
- S•• R••• E••••• F••• G• I••••••••• L••pooled vehicle sponsory
- S•• R••• E••••• F••• G• I•• L••pooled vehicle sponsorn
- S•• R••• E••••• F••• G• I••• L••pooled vehicle sponsorn
- S•• R••• E••••• F••• G•• L••pooled vehicle sponsorn
- V•••••• C•••••• M••••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Pasadena, CA2 employees
What changed
consecutive filings, newest first
- Accounts · 22 to 23Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 22 to 23Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $1.3B to $1.2BMar 28, 2025 to Mar 30, 2026
- Employees · 10 to 14Mar 28, 2025 to Mar 30, 2026
- Financial planning clients · to 0Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.2B to $1.2BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.2B to $1.2BMar 28, 2025 to Mar 30, 2026
- RAUM · $1.2B to $1.2BMar 28, 2025 to Mar 30, 2026
- Accounts · 29 to 22Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 3 to 4Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 29 to 22Mar 28, 2024 to Mar 28, 2025
- Assets in custody · $1.2B to $1.3BMar 28, 2024 to Mar 28, 2025
- Employees · 7 to 10Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Private funds · 22 to 15Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.2B to $1.2BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.2B to $1.2BMar 28, 2024 to Mar 28, 2025
- RAUM · $1.2B to $1.2BMar 28, 2024 to Mar 28, 2025
- Accounts · 49 to 29May 15, 2023 to Mar 28, 2024
- Advisory employees · 5 to 3May 15, 2023 to Mar 28, 2024
- Advisory activities · 3 to 1May 15, 2023 to Mar 28, 2024
- Individual clients · 16.0 to unsetMay 15, 2023 to Mar 28, 2024
- Pooled vehicle clients · 30 to 29May 15, 2023 to Mar 28, 2024
- Assets in custody · $1.5B to $1.2BMay 15, 2023 to Mar 28, 2024
- Employees · 15 to 7May 15, 2023 to Mar 28, 2024
- State-registered IARs · 3 to 1May 15, 2023 to Mar 28, 2024
- Private funds · 21 to 22May 15, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.4B to $1.2BMay 15, 2023 to Mar 28, 2024
- Individual RAUM · 12015024.0 to unsetMay 15, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.4B to $1.2BMay 15, 2023 to Mar 28, 2024
- RAUM · $1.4B to $1.2BMay 15, 2023 to Mar 28, 2024
- Related adviser · false to trueMay 15, 2023 to Mar 28, 2024
- Accounts · 37 to 49Sep 16, 2022 to Mar 30, 2023
- BD registered reps · 1 to 0Sep 16, 2022 to Mar 30, 2023
- Individual clients · 8 to 16Sep 16, 2022 to Mar 30, 2023
- Pooled vehicle clients · 28 to 30Sep 16, 2022 to Mar 30, 2023
- Assets in custody · $0 to $1.5BSep 16, 2022 to Mar 30, 2023
- Employees · 40 to 15Sep 16, 2022 to Mar 30, 2023
- Private funds · 20 to 21Sep 16, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.3B to $1.4BSep 16, 2022 to Mar 30, 2023
Signals
11 dated events
- Sylvan Stanley Itskowitch (Member) appeared on Schedule A of O••••••• A•••••••Mar 30, 2023 · Control person joined · fact
- Kit Chuck Ng (Chief Operating Officer And Board Member) appeared on Schedule A of O••••••• A•••••••Mar 30, 2023 · Control person joined · fact
- Kumar Nitin Chexal (Board Member) appeared on Schedule A of O••••••• A•••••••Mar 30, 2023 · Control person joined · fact
- Paul Gregory Kushner (Senior Managing Director) no longer on Schedule A of O••••••• A••••••• (listed 2022-09-16, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Jay Jason Ozur (Senior Managing Director) no longer on Schedule A of O••••••• A••••••• (listed 2022-09-16, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- O••••••• A••••••• reported RAUM $1.3B, up 52% from $841.9M (2021-03-30 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- O••••••• A••••••• reported RAUM $841.9M, up 33% from $634.4M (2020-09-25 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- O••••••• A••••••• reported RAUM $634.4M, up 90% from $333.9M (2019-09-20 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- O••••••• A••••••• reported RAUM $333.9M, up 174% from $121.7M (2018-08-15 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- O••••••• A••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jul 27, 2018 · Succession (Item 4) · fact
- O••••••• A••••••• filed its initial SEC registration (Form ADV)Nov 18, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- O••••••• A••••••• · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Website
- oakhurstfunds.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 1-800-235-6517reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.2Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
O••••••• A••••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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