Peter Weldon Carlton
Chief Executive Officer And Chief Investment OfficerOakmont CorporationCRD 6356280
About Peter Weldon Carlton
Peter Weldon Carlton is listed as Chief Executive Officer And Chief Investment Officer at Oakmont Corporation in Los Angeles, CA. Form ADV reports a beneficial ownership band of Under 5%. Peter Weldon Carlton is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Oakmont Corporation
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Peter Weldon Carlton work?
Peter Weldon Carlton is listed as Chief Executive Officer And Chief Investment Officer at Oakmont Corporation on SEC Form ADV.
How much of Oakmont Corporation does Peter Weldon Carlton own?
Form ADV reports a beneficial ownership band of Under 5%.
Oakmont Corporation
| Title | Chief Executive Officer And Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
The Cypress Funds LLC
| Title | Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |
The Cypress Funds LLC
| Title | Co-Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2025 |