Oaklawn Capital Management LLC

RIASEC RegisteredEst. 2025
Total AUM
$153M
Discretionary
$153M
100% of AUM
Avg account
$153M
Accounts
1
Employees
4
Advisory reps
1

Firm details

Headquarters
,
CRD number
339373
Registered since
December 15, 2025
Custodians
BNY LONDON
Fee structure
Performance Based Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Oaklawn Capital Management LLC is a privately owned investment adviser organized as an LLC and registered with the SEC in 2025. The firm’s stated activity is portfolio management for businesses or institutions and it operates under a performance-based fee model. Its filings identify a clear preference for equities as a core exposure and the adviser does not list itself as an active ESG investor, pension consultant, or multi-state adviser. Oaklawn is classified as an individual-owner adviser that is not designated as a capital allocator; its business profile and fee structure suggest it manages concentrated, performance-oriented mandates for non-retail institutional counterparts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Investment Grade Corp Bonds 50%50%
  • Exchange Traded Equities50%
  • Investment Grade Corp Bonds50%

Owners & executives

1 of 1
  • Walter Ferstand

    Walter Ferstand

    Chief Compliance OfficerCRD 4500662

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth