PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:17 AM ET

Sponsor Check › Sponsor group

O

Oakmont

One sponsor team, 17 deal companies · Los Angeles, CA

Grouped because: 15 shared people, 2 shared management entities, similar issuer names (2) (automatic match from the filings) · not the same sponsor?

17deal companies
$1.52Breported sold
606investors
58Form D filings
2009–2026active
1new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Apr 16, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Oakmont is a sponsor group of 17 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, similar issuer names; automatic match from the filings), filing 58 Form D filings between Mar 2009 and Apr 2026.

What this means One team, 17 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $1.52B to 606 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (17). Issuers are based in CA (17).

What this means $1.52B raised across the group, about $2.51M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Robert Miller (17 issuers, executive officer, director, and promoter), Dorothy W. Day (15 issuers, director), Howard M. Day (15 issuers, director), Jonathan Day (15 issuers, director), Oakmont Corporation (15 issuers, executive officer, entity) and 25 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 1 new offering in the last 12 months; latest filing Apr 16, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: OAKMONT CORPORATION; THE CYPRESS FUNDS LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 1 court case matching the name, 1 bankruptcy case matching the name listed in Key records below.

What this means 2 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 58 public filings for Oakmont and found 13 differences, 3 worth asking the sponsor about: 5 Form Ds were filed more than 15 days after the first sale; 25 people are no longer listed on a later amendment; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Oakmont has not run yet — it is joining a line of 11,742 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

1 case: 1 dismissed

Somera Road - 1100 Main Street, LLC v. TPG RE Finance 1, Ltd. dismissed
District Court, S.D. New York · No. 1:20-cv-03153 · Filed Apr 21, 2020 · Closed Jun 5, 2020 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity Action
Role of Somera Road - 1100 Main Street, LLC v. TPG RE Finance 1, Ltd.: Party · Outcome: Terminated 2020-06-05 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Oakmont..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Oakmont, LLC closed matched at sponsor-group level (Oakmont)
United States Bankruptcy Court, N.D. California · No. 10-14908 · Filed Dec 22, 2010 · Closed Jun 21, 2011
Role of Oakmont, LLC: Debtor · Outcome: Case closed 2011-06-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (CA); filed 2010, issuer incorporated 2017
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

13 differences found between the filings for Oakmont — 3 worth asking about (compared the newest 50 of 58 filings on Oct 24, 2026; older filings not covered)

Worth asking · Mar 10, 2010 – Dec 8, 2025

5 Form Ds were filed more than 15 days after the first sale

Form D filed 3,674 days after the first sale — Hamner Drive, LLC · Form D filed 186 days after the first sale — Windtree Drive, LLC · Form D filed 419 days after the first sale — Cornell Road, LLC · Form D filed 55 days after the first sale — Somera Road, LLC · Form D filed 21 days after the first sale — Isadora Lane Partners, LLC

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Mar 31, 2020 ↗Hamner Drive, LLC — PartnerFacts page ↗Form D · Mar 22, 2019 ↗Windtree Drive, LLC — PartnerFacts page ↗
Sources
Worth asking · May 27, 2015 – Apr 4, 2025

25 people are no longer listed on a later amendment

Andrew Katz is no longer listed on the Apr 4, 2025 amendment — Cypress Partners L.P. · Damon P. De Laszlo is no longer listed on the Jan 28, 2025 amendment — Foothill Road, LP · Steven Baum is no longer listed on the Jan 28, 2025 amendment — Foothill Road, LP · Matthew Drevlow is no longer listed on the Jan 28, 2025 amendment — Foothill Road, LP · Robert A. Day is no longer listed on the Apr 3, 2024 amendment — Cypress Partners L.P. · and 20 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Apr 3, 2024 ↗Form D/A · Apr 4, 2025 ↗Andrew Katz — PartnerFacts page ↗Cypress Partners L.P. — PartnerFacts page ↗
Sources
Worth asking · Mar 6, 2009 – May 27, 2015

2 separate companies in this group use the same name: "CYPRESS PARTNERS LP"

CIK 820988 (first filed Mar 6, 2009, Los Angeles, CA); CIK 1643222 (first filed May 27, 2015, Los Angeles, CA).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

CYPRESS PARTNERS LP — PartnerFacts page ↗Cypress Partners L.P. — PartnerFacts page ↗EDGAR filer page · CIK 820988 ↗EDGAR filer page · CIK 1643222 ↗
Sources
Note · Jun 6, 2018 – Nov 27, 2019

6 role changes for the same people across filings

Robert Miller's role changed at Cornell Road, LLC: executive officer → executive officer, director · Peter Carlton's role changed at Cornell Road, LLC: executive officer → executive officer, director · Robert Miller's role changed at Foothill Road, LP: executive officer → executive officer, director · Peter Carlton's role changed at Foothill Road, LP: executive officer → executive officer, director · Robert Miller's role changed at Sienna Way II, LLC: executive officer → executive officer, director · and 1 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D · Nov 29, 2018 ↗Form D/A · Nov 27, 2019 ↗Robert Miller — PartnerFacts page ↗Cornell Road, LLC — PartnerFacts page ↗
Sources
Note · Mar 10, 2010 – May 21, 2025

12 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Isadora Lane Partners, LLC (latest filing May 21, 2025) · No amendment in the last 12 months on an offering that may still be open — Sienna Way II, LLC (latest filing Feb 15, 2024) · No amendment in the last 12 months on an offering that may still be open — Clifton Way, LLC (latest filing Mar 6, 2023) · No amendment in the last 12 months on an offering that may still be open — Levico Way LLC (latest filing Jun 16, 2021) · No amendment in the last 12 months on an offering that may still be open — Via Verona, LLC (latest filing May 20, 2021) · and 7 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · May 21, 2025 ↗Isadora Lane Partners, LLC — PartnerFacts page ↗Form D/A · Feb 15, 2024 ↗Sienna Way II, LLC — PartnerFacts page ↗
Sources
Note · Jul 6, 2015 – Jun 5, 2019

Howard M. Day is written 3 different ways on the filings

listed as "Howard M. Day" on 31 filings (from Jul 6, 2015), and "Howard M. Day, Jr." on 3 filings (from Mar 22, 2019), and "Howard Day, Jr." on 5 filings (from Jun 5, 2019).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Jul 6, 2015 ↗Form D · Mar 22, 2019 ↗Form D/A · Jun 5, 2019 ↗Howard M. Day — PartnerFacts page ↗
Sources
Note · May 27, 2015 – May 22, 2018

Robert A. Day is written 2 different ways on the filings

listed as "Robert A. Day" on 38 filings (from May 27, 2015), and "Robert Day" on 2 filings (from May 22, 2018).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · May 27, 2015 ↗Form D/A · May 22, 2018 ↗Robert A. Day — PartnerFacts page ↗
Sources
Note · May 27, 2015 – Jun 7, 2017

Jerry W. Carlton is written 2 different ways on the filings

listed as "Jerry W. Carlton" on 7 filings (from May 27, 2015), and "Jerry Carlton" on 2 filings (from Jun 7, 2017).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · May 27, 2015 ↗Form D · Jun 7, 2017 ↗Jerry W. Carlton — PartnerFacts page ↗
Sources
Note · Mar 31, 2020

Formed in 2020 per the latest filing, but activity is dated 2010 — Hamner Drive, LLC

The issuer's latest filing says it was formed in 2020. The Mar 31, 2020 filing says the first sale was Mar 10, 2010 — before that year.

What this means A company cannot sell before it exists, so one of the two dates is likely a typo on the form. Ask the sponsor for the formation document.

Form D · Mar 31, 2020 ↗Hamner Drive, LLC — PartnerFacts page ↗
Sources
Note · Mar 22, 2019 – Apr 16, 2026

16 issuers use a registered-agent or shared-office address

Address on file is a registered agent / shared office — Cypress Partners L.P. · Address on file is a registered agent / shared office — Foothill Road, LP · Address on file is a registered agent / shared office — Somera Road, LLC · Address on file is a registered agent / shared office — Isadora Lane Partners, LLC · Address on file is a registered agent / shared office — Sienna Way II, LLC · and 11 more

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.

Form D/A · Apr 16, 2026 ↗Cypress Partners L.P. — PartnerFacts page ↗Form D/A · Jan 20, 2026 ↗Foothill Road, LP — PartnerFacts page ↗
Sources
Note · Mar 19, 2015 – Apr 16, 2026

Member companies were formed in 3 different states

California (12), Delaware (4), New York (1) — out of 17 member issuers. The odd ones out: Cypress Partners L.P. (Delaware); Foothill Road, LP (Delaware); Condor Ridge VIII, LLC (Delaware); Kelton 2021 QOF, LLC (Delaware); CYPRESS PARTNERS LP (New York).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Oakmont — sponsor group page ↗Cypress Partners L.P. — PartnerFacts page ↗Foothill Road, LP — PartnerFacts page ↗Condor Ridge VIII, LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 58 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

None reported on 17 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Apr 16, 2026 D/A
Cypress Partners L.P.
File 021-240617
$0 (est.)$0 (est.)$0 (est.)
None, although the general partner of the issuer receives investment management fees and a performance allocation.
None listed on this filingEDGAR ↗
Jan 20, 2026 D/A
Foothill Road, LP
File 021-243098
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 8, 2025 D
Somera Road, LLC
File 021-565998
$0 (est.)$0 (est.)$0 (est.)
None, although the manager of the Issuer receives a management fee.
None listed on this filingEDGAR ↗
May 21, 2025 D
Isadora Lane Partners, LLC
File 021-546733
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Feb 15, 2024 D/A
Sienna Way II, LLC
File 021-288220
$0 (est.)$0 (est.)$0 (est.)
None, although the manager receives a performance allocation.
None listed on this filingEDGAR ↗
Mar 6, 2023 D/A
Clifton Way, LLC
File 021-357955
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jan 20, 2022 D
Kelton 2021 QOF, LLC
File 021-430070
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jun 16, 2021 D
Levico Way LLC
File 021-403171
$0 (est.)$0 (est.)$0 (est.)
None, although the manager receives a carried interest distribution and management fee.
None listed on this filingEDGAR ↗
May 20, 2021 D
Via Verona, LLC
File 021-399973
$0 (est.)$0 (est.)$0 (est.)
None, although the manager receives a carried interest distribution and a management fee.
None listed on this filingEDGAR ↗
Apr 21, 2021 D/A
Mariel Lane, LLC
File 021-365623
$0 (est.)$0 (est.)$0 (est.)
None, although the manager receives a carried interest distribution.
None listed on this filingEDGAR ↗
Apr 7, 2021 D
Condor Ridge VIII, LLC
File 021-394886
$0 (est.)$0 (est.)$0 (est.)
None, although the manager receives a carried interest distribution and a management fee.
None listed on this filingEDGAR ↗
Mar 31, 2021 D/A
Hamner Drive, LLC
File 021-364002
$0 (est.)$0 (est.)$0 (est.)
None, although the manager receives a carried interest distribution.
None listed on this filingEDGAR ↗
Feb 3, 2021 D/A
Cornell Road, LLC
File 021-326775
$0 (est.)$0 (est.)$0 (est.)
None, although the manager receives a management fee and a carried interest distribution.
None listed on this filingEDGAR ↗
Dec 22, 2020 D
Udine Way, LLC
File 021-383933
$0 (est.)$0 (est.)$0 (est.)
None, although the manager receives a performance allocation.
None listed on this filingEDGAR ↗
Jun 10, 2020 D
Cove Investors III, LLC
File 021-368600
$0 (est.)$0 (est.)$0 (est.)
None, although the manager receives a performance allocation.
None listed on this filingEDGAR ↗
Mar 22, 2019 D
Windtree Drive, LLC
File 021-335499
$0 (est.)$0 (est.)$0 (est.)
None, although the manager receives a management fee and a carried interest distribution.
None listed on this filingEDGAR ↗
Mar 19, 2015 D/A
CYPRESS PARTNERS LP
File 021-82098-8N
$0 (est.)$0 (est.)$0 (est.)
None, although the general partner of the issuer receives investment management fees and a special profit allocation.
None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 17 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Oakmont in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗CP CYPRESS PARTNERS LPshared people, shared management entity, similar issuer namesLOS ANGELES, CAPooled Investment Fund7$540,884,095
offering Indefinite · similar: $155,000–$5,250,000
151
similar: 4–27
$5,000,000
similar: $1,000–$100,000
2009–2015
EDGAR ↗CP Cypress Partners L.P.shared people, shared management entity, similar issuer namesLOS ANGELES, CAPooled Investment Fund12$527,409,432
offering Indefinite · similar: $155,000–$5,250,000
95
similar: 4–27
$5,000,000
similar: $1,000–$100,000
2015–2026
EDGAR ↗FR Foothill Road, LPshared people, shared management entityLOS ANGELES, CAPooled Investment Fund13$98,997,284
offering Indefinite · similar: $155,000–$5,250,000
79
similar: 4–27
$100,000
similar: $1,000–$100,000
2015–2026
EDGAR ↗SW Sienna Way II, LLCshared people, shared management entityLOS ANGELES, CAPooled Investment Fund5$75,200,000
offering Indefinite · similar: $155,000–$5,250,000
18
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2017–2024
EDGAR ↗CR Cornell Road, LLCshared people, shared management entityLOS ANGELES, CAPooled Investment Fund3$25,000,000
offering Indefinite · similar: $155,000–$5,250,000
22
similar: 4–27
$50,000
similar: $1,000–$100,000
2018–2021
EDGAR ↗WD Windtree Drive, LLCshared people, shared management entityLOS ANGELES, CAPooled Investment Fund1$39,700,000
offering Indefinite · similar: $155,000–$5,250,000
25
similar: 4–27
$50,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗CW Clifton Way, LLCshared people, shared management entityLOS ANGELES, CAPooled Investment Fund5$3,191,188
offering Indefinite · similar: $155,000–$5,250,000
15
similar: 4–27
$10,000
similar: $1,000–$100,000
2020–2023
EDGAR ↗HD Hamner Drive, LLCshared people, shared management entityLOS ANGELES, CAPooled Investment Fund2$30,000,000
offering Indefinite · similar: $155,000–$5,250,000
27
similar: 4–27
$10,000
similar: $1,000–$100,000
2020–2021
EDGAR ↗ML Mariel Lane, LLCshared people, shared management entityLOS ANGELES, CAPooled Investment Fund2$23,825,221
offering Indefinite · similar: $155,000–$5,250,000
23
similar: 4–27
$10,000
similar: $1,000–$100,000
2020–2021
EDGAR ↗CI Cove Investors III, LLCshared people, shared management entityLOS ANGELES, CAPooled Investment Fund1$5,000,000
offering Indefinite · similar: $155,000–$5,250,000
12
similar: 4–27
$10,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗UW Udine Way, LLCshared people, shared management entityLOS ANGELES, CAPooled Investment Fund1$20,000,000
offering Indefinite · similar: $155,000–$5,250,000
18
similar: 4–27
$10,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗CR Condor Ridge VIII, LLCshared people, shared management entityLOS ANGELES, CAPooled Investment Fund1$20,000,000
offering Indefinite · similar: $155,000–$5,250,000
22
similar: 4–27
$10,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗VV Via Verona, LLCshared people, shared management entityLOS ANGELES, CAPooled Investment Fund1$56,350,000
offering Indefinite · similar: $155,000–$5,250,000
26
similar: 4–27
$10,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗LW Levico Way LLCshared people, shared management entityLOS ANGELES, CAPooled Investment Fund1$10,000,000
offering Indefinite · similar: $155,000–$5,250,000
24
similar: 4–27
$10,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗K2 Kelton 2021 QOF, LLCshared people, shared management entityLOS ANGELES, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$10,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗IL Isadora Lane Partners, LLCshared people, shared management entityLOS ANGELES, CAPooled Investment Fund1$28,700,000
offering Indefinite · similar: $155,000–$5,250,000
25
similar: 4–27
$10,000
similar: $1,000–$100,000
2025–2025
EDGAR ↗SR Somera Road, LLCshared people, shared management entityLOS ANGELES, CAPooled Investment Fund1$15,000,000
offering Indefinite · similar: $155,000–$5,250,000
24
similar: 4–27
$50,000
similar: $1,000–$100,000
2025–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Apr 16, 2026Cypress Partners L.P.D/APooled Investment FundIndefinite$527,409,432
EDGAR ↗Jan 20, 2026Foothill Road, LPD/APooled Investment FundIndefinite$98,997,284
EDGAR ↗Dec 8, 2025Somera Road, LLCDPooled Investment FundIndefinite$15,000,000
EDGAR ↗May 21, 2025Isadora Lane Partners, LLCDPooled Investment FundIndefinite$28,700,000
EDGAR ↗Apr 4, 2025Cypress Partners L.P.D/APooled Investment FundIndefinite$525,909,432
EDGAR ↗Jan 28, 2025Foothill Road, LPD/APooled Investment FundIndefinite$96,431,284
EDGAR ↗Apr 3, 2024Cypress Partners L.P.D/APooled Investment FundIndefinite$510,181,557
EDGAR ↗Feb 15, 2024Sienna Way II, LLCD/APooled Investment FundIndefinite$75,200,000
EDGAR ↗Jan 29, 2024Foothill Road, LPD/APooled Investment FundIndefinite$95,450,284
EDGAR ↗Apr 11, 2023Cypress Partners L.P.D/APooled Investment FundIndefinite$508,349,159
EDGAR ↗Mar 6, 2023Clifton Way, LLCD/APooled Investment FundIndefinite$3,191,188
EDGAR ↗Feb 21, 2023Sienna Way II, LLCD/APooled Investment FundIndefinite$75,200,000
EDGAR ↗Jan 25, 2023Foothill Road, LPD/APooled Investment FundIndefinite$94,142,284
EDGAR ↗Apr 15, 2022Cypress Partners L.P.D/APooled Investment FundIndefinite$501,589,159
EDGAR ↗Mar 18, 2022Clifton Way, LLCD/APooled Investment FundIndefinite$3,191,188
EDGAR ↗Jan 31, 2022Foothill Road, LPD/APooled Investment FundIndefinite$93,512,284
EDGAR ↗Jan 20, 2022Kelton 2021 QOF, LLCDPooled Investment FundIndefinite$0
EDGAR ↗Jun 16, 2021Levico Way LLCDPooled Investment FundIndefinite$10,000,000
EDGAR ↗May 20, 2021Via Verona, LLCDPooled Investment FundIndefinite$56,350,000
EDGAR ↗May 5, 2021Cypress Partners L.P.D/APooled Investment FundIndefinite$485,263,159
EDGAR ↗Apr 21, 2021Mariel Lane, LLCD/APooled Investment FundIndefinite$23,825,221
EDGAR ↗Apr 7, 2021Condor Ridge VIII, LLCDPooled Investment FundIndefinite$20,000,000
EDGAR ↗Mar 31, 2021Hamner Drive, LLCD/APooled Investment FundIndefinite$30,000,000
EDGAR ↗Mar 19, 2021Clifton Way, LLCD/APooled Investment FundIndefinite$3,191,188
EDGAR ↗Feb 19, 2021Foothill Road, LPD/APooled Investment FundIndefinite$91,252,284
EDGAR ↗Feb 3, 2021Cornell Road, LLCD/APooled Investment FundIndefinite$25,000,000
EDGAR ↗Jan 11, 2021Clifton Way, LLCD/APooled Investment FundIndefinite$3,191,188
EDGAR ↗Dec 22, 2020Udine Way, LLCDPooled Investment FundIndefinite$20,000,000
EDGAR ↗Jun 10, 2020Cove Investors III, LLCDPooled Investment FundIndefinite$5,000,000
EDGAR ↗May 8, 2020Cypress Partners L.P.D/APooled Investment FundIndefinite$467,502,445
EDGAR ↗Apr 23, 2020Mariel Lane, LLCDPooled Investment FundIndefinite$22,150,000
EDGAR ↗Mar 31, 2020Hamner Drive, LLCDPooled Investment FundIndefinite$30,000,000
EDGAR ↗Feb 20, 2020Foothill Road, LPD/APooled Investment FundIndefinite$89,929,497
EDGAR ↗Jan 14, 2020Clifton Way, LLCDPooled Investment FundIndefinite$2,491,188
EDGAR ↗Nov 27, 2019Cornell Road, LLCD/APooled Investment FundIndefinite$25,000,000
EDGAR ↗Jun 28, 2019Foothill Road, LPD/APooled Investment FundIndefinite$87,929,497
EDGAR ↗Jun 5, 2019Sienna Way II, LLCD/APooled Investment FundIndefinite$75,100,000
EDGAR ↗May 22, 2019Cypress Partners L.P.D/APooled Investment FundIndefinite$378,996,687
EDGAR ↗Mar 22, 2019Windtree Drive, LLCDPooled Investment FundIndefinite$39,700,000
EDGAR ↗Nov 29, 2018Cornell Road, LLCDPooled Investment FundIndefinite$25,000,000
EDGAR ↗Jul 6, 2018Foothill Road, LPD/APooled Investment FundIndefinite$86,574,497
EDGAR ↗Jun 6, 2018Sienna Way II, LLCD/APooled Investment FundIndefinite$70,000,000
EDGAR ↗May 22, 2018Cypress Partners L.P.D/APooled Investment FundIndefinite$370,171,687
EDGAR ↗Jul 6, 2017Foothill Road, LPD/APooled Investment FundIndefinite$81,920,097
EDGAR ↗Jul 6, 2017Foothill Road, LPD/APooled Investment FundIndefinite$81,920,097
EDGAR ↗Jun 7, 2017Sienna Way II, LLCDPooled Investment FundIndefinite$60,000,000
EDGAR ↗May 23, 2017Cypress Partners L.P.D/APooled Investment FundIndefinite$349,701,813
EDGAR ↗Jul 6, 2016Foothill Road, LPD/APooled Investment FundIndefinite$74,548,725
EDGAR ↗May 24, 2016Cypress Partners L.P.D/APooled Investment FundIndefinite$348,562,981
EDGAR ↗Jul 6, 2015Foothill Road, LPDPooled Investment FundIndefinite$0
EDGAR ↗May 27, 2015Cypress Partners L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Mar 19, 2015CYPRESS PARTNERS LPD/APooled Investment FundIndefinite$540,884,095
EDGAR ↗Mar 11, 2014CYPRESS PARTNERS LPD/APooled Investment Fund$750,000,000$530,310,353
EDGAR ↗Mar 13, 2013CYPRESS PARTNERS LPD/APooled Investment Fund$750,000,000$523,060,353
EDGAR ↗Mar 16, 2012CYPRESS PARTNERS LPD/APooled Investment Fund$750,000,000$520,960,353
EDGAR ↗Mar 21, 2011CYPRESS PARTNERS LPD/APooled Investment Fund$750,000,000$520,506,965
EDGAR ↗Mar 24, 2010CYPRESS PARTNERS LPD/APooled Investment Fund$750,000,000$483,128,887
EDGAR ↗Mar 6, 2009CYPRESS PARTNERS LPD/APooled Investment Fund$750,000,000$408,138,869

Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Apr 16, 2026. Industry history, as reported on each offering's latest filing: All 17 offerings reported: Pooled Investment Fund (2009–2025).

People across the group

NameRolesIssuers hereFirst → last listed
RM Robert MillerExecutive Officer, Director, Promoter17Mar 6, 2009 → Apr 16, 2026
HD Howard M. DayDirector15Jul 6, 2015 → Jan 20, 2026
PC Peter CarltonExecutive Officer, Director15Jul 6, 2015 → Jan 20, 2026
JD Jonathan DayDirector15Mar 22, 2019 → Jan 20, 2026
TD Thomas Joseph Deegan-DayExecutive Officer, Director15Mar 22, 2019 → Jan 20, 2026
OC Oakmont Corporation entityExecutive Officer15Jul 6, 2015 → Jan 20, 2026
DD Dorothy W. DayDirector15Mar 22, 2019 → Jan 20, 2026
RD Robert A. DayExecutive Officer, Director15Mar 6, 2009 → Apr 11, 2023
LF Lucinda Day FournierDirector14Mar 22, 2019 → Jan 20, 2026
SB Steven BaumExecutive Officer13Jan 14, 2020 → Feb 15, 2024
DL Damon P. De LaszloDirector12Jul 6, 2015 → Feb 15, 2024
MD Matthew DrevlowExecutive Officer12Jan 14, 2020 → Feb 15, 2024
WL William de LaszloDirector5Feb 21, 2023 → Jan 20, 2026
JC Jerry W. CarltonExecutive Officer, Director5Mar 6, 2009 → Nov 29, 2018
FG Fred GluckmanExecutive Officer4Jul 6, 2018 → Jun 28, 2019
TC The Cypress Funds LLC entityExecutive Officer2Mar 6, 2009 → Apr 16, 2026
PH Paul H. HiyakeExecutive Officer2Jul 6, 2015 → Jun 6, 2018
SG Sumo GuptaExecutive Officer1Apr 4, 2025 → Apr 16, 2026
PC Peter W. CarltonExecutive Officer1May 24, 2016 → Apr 16, 2026
DC David CovinExecutive Officer1Apr 16, 2026 → Apr 16, 2026
RA Ronald A. AdelhelmExecutive Officer1May 21, 2025 → May 21, 2025
AK Andrew KatzExecutive Officer1May 8, 2020 → Apr 3, 2024
JN JOSHUA NIPExecutive Officer1May 22, 2018 → Apr 11, 2023
WL William de LazloDirector1Jan 25, 2023 → Jan 25, 2023
PC Peter P. CarltonExecutive Officer, Director1Mar 31, 2021 → Mar 31, 2021
DL Damon De LaszloDirector1Mar 31, 2020 → Mar 31, 2021
LF Lucinda Day FournierDirector1Nov 27, 2019 → Feb 3, 2021
MW Michael WangExecutive Officer1May 22, 2018 → May 22, 2019
NK Noah KramerExecutive Officer1May 22, 2018 → May 22, 2018
AK Allison KellerExecutive Officer1Jul 6, 2015 → Jul 6, 2015

Adviser registration (Form ADV)

OAKMONT CORPORATION — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Sep 3, 1992 · SEC file 801-42175 · Main office: LOS ANGELES, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $2,217,465,327 as reported on Form ADV filed Jul 16, 2026 (Item 5.F(2)(c)) · 87 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.linkedin.com/company/oakmont-corporation ↗

Item 11 disclosure questions as answered on Form ADV filed Jul 16, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

THE CYPRESS FUNDS LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Dec 26, 1996 · SEC file 801-53527 · Main office: LOS ANGELES, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $723,184,760 as reported on Form ADV filed Mar 27, 2026 (Item 5.F(2)(c)) · 3 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): WWW.THECYPRESSFUNDS.COM ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 27, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, same state (CA) · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

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Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Oakmont's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #306,266 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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