Oaklawn Capital Management LLC
● SEC registered since 2025CRD 339373SEC# 801-134955
Reg. AUM
$153M
Employees
4
Accounts
1
Location
—
Oaklawn Capital Management LLC assets under management
Oaklawn Capital Management LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $153 million in regulatory assets under management and employs 4 people.
Oaklawn Capital Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Walter Eric Ferstand Control | Ceo/Cco | Over 75% | 2025 |
Frequently asked questions
How much does Oaklawn Capital Management LLC manage?
Oaklawn Capital Management LLC reports $153 million in regulatory assets under management on its Form ADV.
How many employees does Oaklawn Capital Management LLC have?
Oaklawn Capital Management LLC reports 4 employees.
Does Oaklawn Capital Management LLC disclose fund performance?
Oaklawn Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 646-370-0416 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$153MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$153Mregulatory AUM
Discretionary $153M