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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
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.