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Oakmont Corporation operates as an investment adviser firm, offering financial guidance and comprehensive portfolio management services. The firm assists clients in navigating securities markets, providing strategic advice for investment decisions and robust financial planning to achieve long-term objectives. Its core service involves crafting personalized investment strategies and managing assets on behalf of its clientele, focusing on regulated and structured financial counsel.
Established in 1992, Oakmont Corporation registered as an investment adviser firm, indicating a formal commitment to professional financial advisory. The firm's inception provided a regulated platform for experienced professionals to deliver systematic investment counsel and asset management. This founding moment was driven by the recognition for a need to provide expert, dedicated financial stewardship to individuals and entities seeking sophisticated guidance.
The firm serves a diverse range of clients who require professional investment management and astute financial planning expertise. Oakmont Corporation aims to empower its clientele through informed decision-making, helping them build and preserve wealth effectively. Its vision centers on being a trusted, enduring partner in financial growth, continually adapting strategies to meet evolving market conditions and individual client needs for lasting prosperity.
Oakmont Corporation has 1 tracked investment across 1 company. The latest tracked deal is $86.0M Series E in Wave Computing in November 2018.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Nov 30, 2018 | Wave Computing | $86.0M Series E | Oakmont Corporation | Greg Corona |