Oaklawn Capital Management LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Investment Grade Corp Bonds50%
Owners & executives
1 of 1
Walter Ferstand
Chief Compliance OfficerCRD 4500662
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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