Oakhurst Advisors, LLC (Los Angeles)

Oakhurst Advisors, LLC is a large advisory firm based in Los Angeles. It manages $333.9 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.

Oakhurst Advisors provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oakhurst Advisors: assets under management

The assets under management (AUM) of Oakhurst Advisors, LLC is $333.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1236% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $333.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.85 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oakhurst Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gregory Paul Kushner serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Gregory Paul Kushner is pooled investment vehicles with 13 clients and $313.36 million of assets under management. Among the 11 most similar advisory firms, Oakhurst Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $333.9 million for 14 clients. None of the firm’s clients are foreign persons or businesses.

Oakhurst Advisors also advises several private funds. Namely, ten real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,350.

Careers at Oakhurst Advisors, LLC

The company employs 9 people that are either part- or full-time employees. 22 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Gregory Paul Kushner has been acting as President since 1 Nov 2015. Richard Douglas Goldman joined the executive team most recently as the Chief Executive Officer And President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Paul Kushner	President	1 Nov 2015	Other	2649890
Lewis Clay Schusterman	Cco	1 Nov 2015	Other	4689366
Jason Jay Ozur	Member	1 Nov 2015	Other	5734834
Alyssa Lyndsey Weinberger	Member	1 Nov 2015	Other	6301069
Kenneth Aaron Stern	Member	1 Nov 2015	Other	1754133
K&W	Member	1 Nov 2015	Other	47-4295819
Llc K&W	Member	1 Nov 2015	Other	47-4295819
David Wrenn Ford	President	1 Nov 2015	Other	1188531
Jeffrey Joseph Westheimer	Member	1 Nov 2015	Other	5460398
Llc Oakhurst Investments	Owner	1 Nov 2015	75% - 100%	61-1735746
Jason P Lee	General counsel & chief compliance officer	1 Jan 2018	Other	6905728
Jason Pang Fe Lee	General counsel and chief compliance officer	1 Jan 2018	Other	6905728
Richard Douglas Goldman	Chief executive officer and president	1 Jun 2018	Other	4579199
Llc Oakhurst Advisors Holdings	Member	1 Jun 2018	50% - 75%	83-1563016

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Lido Oakhurst Holdings	Member	1 Jun 2018	75% - 100%	83-1040250

Based in Los Angeles

The principal office where Oakhurst Advisors, LLC performs its advisory services is located at 1875 Century Park East, Los Angeles, CA 90067, which is also the mailing address of the firm. An additional office of the firm is in Pasadena, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310.278.8282 or by fax 310.388.0869. The normal business hours are 8 am - 5 pm on Monday - Friday.