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Oakhurst Advisors

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uuid000q79f

Namestring
Oakhurst Advisors
Legal namestring
Oakhurst Advisors, LLC
Websiteurl
oakhurstfunds.com
Company typeenum
Private
Founded yearint
2014
Descriptiontext

Oakhurst Advisors, LLC is a privately held, SEC-registered investment advisory firm founded in 2014 and headquartered in Century City, Los Angeles, with a secondary office in Pasadena, California. The firm provides investment management and advisory services exclusively to institutional and qualified investors, deploying capital across real estate-related debt and equity strategies through private funds, mutual funds, separately managed accounts, and other pooled investment vehicles. Its product platform is organized around three core strategy lines: Private Equity (PE) Fund of Funds, Private Credit (PC) Fund of Funds including Real Estate Debt, and Direct Real Estate strategies spanning multi-family, hospitality, office, industrial, and retail asset classes.

The firm's investment approach emphasizes portfolio diversification across 35+ limited partnership positions, with combined portfolio assets exceeding $1.8 billion in capital deployed across more than 40 funds (a figure that includes affiliated entities and persons, with Oakhurst Advisors, LLC-specific figures described as materially lower). Underlying investment activity is concentrated in growth markets across California, Oregon, Washington, Texas, Illinois, Pennsylvania, New York, Kansas, Indiana, and Washington D.C., covering 15,000+ multi-family units, 1,800+ hotel rooms/keys, over 1 million square feet of office, 4 million+ square feet of industrial, and 4 million+ square feet of retail.

Revenue is generated through management fees (and likely performance fees) on assets under management, consistent with the SEC-registered investment advisor model. The firm operates with a lean team of 1–10 employees and maintains a sales-led go-to-market approach directed at qualified investors and institutions, supported by a network of service providers covering tax and audit (CohnReznick, CitrinCooperman, Eisner Amper), legal and compliance (Sheppard Mullin, Akin, FLP Law Group), banking and custody (Goldman Sachs, Western Alliance), and fund administration through Partner Fund Services' eFront platform. The firm is affiliated with several entities including Mandalay Advisors, LLC, Archway Capital, Hyperion Realty Capital, and Palladius Capital Management, though the precise ownership and control relationships are not publicly detailed.

Short descriptiontext

Oakhurst Advisors is a Los Angeles-based, SEC-registered investment advisor founded in 2014 that provides real estate-focused alternative investment products — Private Equity, Private Credit, and Direct Real Estate Fund of Funds — to institutional and qualified investors via separately managed accounts and pooled vehicles.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersPasadena, United States
HQ citystring
Pasadena
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
real estate investment advisory, fund of funds management, private credit strategies, private equity investing, alternative investment management
Industry3 codes
1Real Estate Portfolio & Fund Management (Institutional/REIT/PE)
CodeBPAJAMAJPrimaryYes
2Real Estate Debt & Mortgage Strategies
CodeFSAAAKACPrimaryNo
3Real Estate Advisory & Consulting (Strategy, Portfolio & Location)
CodeFSAEAJAHPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Investment Advisory Services
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Investment Advisory Management
TypeManaged Services
Description

The company operates as an SEC-registered investment advisor providing investment management services to pooled investment vehicles. Revenue is generated through advisory fees associated with managing client portfolios across real estate equity and debt funds.

oakhurstfunds.com
Marketing channels2 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Others
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Oakhurst Advisors is an SEC-registered investment advisor that manages real estate-related debt and equity investments for private funds, mutual funds, separately managed accounts, and other pooled investment vehicles. The firm offers three core strategy lines — Private Equity Fund of Funds, Private Credit (Real Estate Debt) Fund of Funds, and Direct Real Estate — investing across multi-family, hospitality, office, industrial, and retail asset classes in U.S. growth markets.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Oakhurst Advisors is an SEC-registered investment advisory firm offering a diversified portfolio of alternative investment products focused on real estate. The firm operates three core investment strategy lines: Private Equity (PE) Fund of Funds, Private Credit (PC) Fund of Funds (including Real Estate Debt), and Direct Real Estate strategies. These products collectively provide investors access to debt and equity investments across commercial and residential real estate asset classes including multi-family, hospitality, office, industrial, and retail properties. The firm manages over 40 funds with $1.8+ billion in capital deployed across 35+ limited partnership investments.

Product and service1 record
1Real Estate (RE) Strategies
Scale indicator10 records

Each record includes

Type, Value, Description, Source

Partnership7 partners
1CohnReznick
Strategic tierMinorTypeImplementation/ SI/ Consulting Partner
Description

Tax and financial audit services partner providing accounting and audit services for the firm's investment operations and fund reporting.

2CitrinCooperman
Strategic tierMinorTypeImplementation/ SI/ Consulting Partner
Description

Tax and financial audit services partner providing professional accounting and advisory services.

3Eisner Amper
Strategic tierMinorTypeImplementation/ SI/ Consulting Partner
Description

Tax and financial audit services partner providing audit and accounting professional services.

4Sheppard Mullin
Strategic tierMinorTypeImplementation/ SI/ Consulting Partner
Description

Legal and compliance counsel providing legal advisory services for the firm's operations and fund documentation.

5Akin
Strategic tierMinorTypeImplementation/ SI/ Consulting Partner
Description

Legal and compliance counsel providing legal advisory services.

6FLP Law Group
Strategic tierMinorTypeImplementation/ SI/ Consulting Partner
Description

Legal and compliance counsel providing legal advisory services.

7Partner Fund Services
Strategic tierMinorTypeImplementation/ SI/ Consulting Partner
Description

Fund administration and mid-office services partner providing fund administration, accounting, and investor services through their eFront cloud platform.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
1Mesa West Capital
TypeDirect peer
Description

Mesa West Capital is a direct real estate private credit manager focusing on senior secured debt on transitional and stabilized commercial properties. Comparable to Oakhurst's Private Credit (RE Debt) strategy and trust deed investments in California.

2H/2 Capital Partners
TypeDirect peer
Description

H/2 Capital Partners is a real estate credit-focused investment manager providing debt capital to commercial real estate sponsors. Comparable to Oakhurst's Private Credit and direct lending strategies targeting institutional LPs.

3Clarion Partners
TypeBroad incumbent
Description

Clarion Partners is a major U.S. real estate investment manager with multi-strategy offerings across debt and equity. Comparable to Oakhurst's diversified RE platform but at much greater scale.

4StepStone Group
TypeBroad incumbent
Description

StepStone Group is a global alternatives investment platform with a real estate fund-of-funds franchise. Comparable to Oakhurst's Private Equity RE Fund-of-Funds strategy with similar institutional LP focus.

5Harrison Street
TypeBroad incumbent
Description

Harrison Street is an alternatives investment manager with thematic real estate strategies spanning multifamily, student housing, senior living, and digital infrastructure. Overlaps with Oakhurst's multi-asset-class RE direct and FoF approach.

6AEW Capital Management
TypeBroad incumbent
Description

AEW Capital Management is a global real estate investment manager offering equity, debt, and securities strategies. Comparable in multi-strategy breadth to Oakhurst's three-pillar RE platform.

7Principal Real Estate Investors
TypeBroad incumbent
Description

Principal Real Estate Investors manages institutional commercial real estate equity and debt mandates. Comparable to Oakhurst's diversified RE debt and equity offerings at a much larger scale.

8PGIM Real Estate
TypeBroad incumbent
Description

PGIM Real Estate is the real estate investment arm of Prudential Financial, managing debt and equity strategies across property types globally. Comparable in scope to Oakhurst's diversified RE platform.

9RCG Longview
TypeDirect peer
Description

RCG Longview is a private real estate debt manager focused on transitional middle-market lending. Comparable to Oakhurst's Private Credit (Real Estate Debt) strategy including construction, bridge, and senior debt.

10Capital Constellation
TypeDirect peer
Description

Capital Constellation is a real estate private equity fund-of-funds manager. Comparable to Oakhurst's PE Fund-of-Funds strategy aggregating underlying sponsors across asset classes for institutional LPs.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles8 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries4 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

Compliance2 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Oakhurst Advisors

Investment Advisory Servicesoakhurstfunds.com

Oakhurst Advisors is a Los Angeles-based, SEC-registered investment advisor founded in 2014 that provides real estate-focused alternative investment products — Private Equity, Private Credit, and Direct Real Estate Fund of Funds — to institutional and qualified investors via separately managed accounts and pooled vehicles.

What Oakhurst Advisors does

Oakhurst Advisors, LLC is a privately held, SEC-registered investment advisory firm founded in 2014 and headquartered in Century City, Los Angeles, with a secondary office in Pasadena, California. The firm provides investment management and advisory services exclusively to institutional and qualified investors, deploying capital across real estate-related debt and equity strategies through private funds, mutual funds, separately managed accounts, and other pooled investment vehicles. Its product platform is organized around three core strategy lines: Private Equity (PE) Fund of Funds, Private Credit (PC) Fund of Funds including Real Estate Debt, and Direct Real Estate strategies spanning multi-family, hospitality, office, industrial, and retail asset classes.

The firm's investment approach emphasizes portfolio diversification across 35+ limited partnership positions, with combined portfolio assets exceeding $1.8 billion in capital deployed across more than 40 funds (a figure that includes affiliated entities and persons, with Oakhurst Advisors, LLC-specific figures described as materially lower). Underlying investment activity is concentrated in growth markets across California, Oregon, Washington, Texas, Illinois, Pennsylvania, New York, Kansas, Indiana, and Washington D.C., covering 15,000+ multi-family units, 1,800+ hotel rooms/keys, over 1 million square feet of office, 4 million+ square feet of industrial, and 4 million+ square feet of retail.

Revenue is generated through management fees (and likely performance fees) on assets under management, consistent with the SEC-registered investment advisor model. The firm operates with a lean team of 1–10 employees and maintains a sales-led go-to-market approach directed at qualified investors and institutions, supported by a network of service providers covering tax and audit (CohnReznick, CitrinCooperman, Eisner Amper), legal and compliance (Sheppard Mullin, Akin, FLP Law Group), banking and custody (Goldman Sachs, Western Alliance), and fund administration through Partner Fund Services' eFront platform. The firm is affiliated with several entities including Mandalay Advisors, LLC, Archway Capital, Hyperion Realty Capital, and Palladius Capital Management, though the precise ownership and control relationships are not publicly detailed.

Oakhurst Advisors firmographics

Firmographics
Name
Oakhurst Advisors
Legal name
Oakhurst Advisors, LLC
Website
https://oakhurstfunds.com
Company type
Private
Founded year
2014
Operating status
Operating
Headcount range
1–10 employees
Short description
Oakhurst Advisors is a Los Angeles-based, SEC-registered investment advisor founded in 2014 that provides real estate-focused alternative investment products — Private Equity, Private Credit, and Direct Real Estate Fund of Funds — to institutional and qualified investors via separately managed accounts and pooled vehicles.
Ownership category
akta.pro rank

Oakhurst Advisors industry classification

Industry
Product category
Investment Advisory Services
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)
akta.pro secondary industries
Real Estate Debt & Mortgage Strategies (FSAAAKAC), Real Estate Advisory & Consulting (Strategy, Portfolio & Location) (FSAEAJAH)

Keywords

  • Real estate investment advisory
  • Fund of funds management
  • Private credit strategies
  • Private equity investing
  • Alternative investment management

Where Oakhurst Advisors is headquartered

Location

Headquarters

HQ city
Pasadena
HQ country
United States
HQ region
North America

Offices2 records

Markets served

Oakhurst Advisors business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

  1. Investment Advisory Management: The company operates as an SEC-registered investment advisor providing investment management services to pooled investment vehicles. Revenue is generated through advisory fees associated with managing client portfolios across real estate equity and debt funds.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Oakhurst Advisors product offering

Product offering

Core offering

Oakhurst Advisors is an SEC-registered investment advisor that manages real estate-related debt and equity investments for private funds, mutual funds, separately managed accounts, and other pooled investment vehicles. The firm offers three core strategy lines — Private Equity Fund of Funds, Private Credit (Real Estate Debt) Fund of Funds, and Direct Real Estate — investing across multi-family, hospitality, office, industrial, and retail asset classes in U.S. growth markets.

Product overview

Oakhurst Advisors is an SEC-registered investment advisory firm offering a diversified portfolio of alternative investment products focused on real estate. The firm operates three core investment strategy lines: Private Equity (PE) Fund of Funds, Private Credit (PC) Fund of Funds (including Real Estate Debt), and Direct Real Estate strategies. These products collectively provide investors access to debt and equity investments across commercial and residential real estate asset classes including multi-family, hospitality, office, industrial, and retail properties. The firm manages over 40 funds with $1.8+ billion in capital deployed across 35+ limited partnership investments.

Differentiator

Problem solved

Functional benefit

Products and services

  • Real Estate (RE) Strategies

Companies that use Oakhurst Advisors

Customer profile

Segments1 record

Ideal customer profiles1 record

Oakhurst Advisors technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Oakhurst Advisors partnerships and signals

Strategic signal

Partnerships

Seven partnerships are on record, tiered minor.

  • CohnReznickminorImplementation/ SI/ Consulting PartnerTax and financial audit services partner providing accounting and audit services for the firm's investment operations and fund reporting.
  • CitrinCoopermanminorImplementation/ SI/ Consulting PartnerTax and financial audit services partner providing professional accounting and advisory services.
  • Eisner AmperminorImplementation/ SI/ Consulting PartnerTax and financial audit services partner providing audit and accounting professional services.
  • Sheppard MullinminorImplementation/ SI/ Consulting PartnerLegal and compliance counsel providing legal advisory services for the firm's operations and fund documentation.
  • AkinminorImplementation/ SI/ Consulting PartnerLegal and compliance counsel providing legal advisory services.
  • FLP Law GroupminorImplementation/ SI/ Consulting PartnerLegal and compliance counsel providing legal advisory services.
  • Partner Fund ServicesminorImplementation/ SI/ Consulting PartnerFund administration and mid-office services partner providing fund administration, accounting, and investor services through their eFront cloud platform.

Scale indicators10 records

Recent moves6 records

Expansion highlights4 records

Oakhurst Advisors competitors and assessment

Company assessment

Direct peers

  • Mesa West Capital: Mesa West Capital is a direct real estate private credit manager focusing on senior secured debt on transitional and stabilized commercial properties. Comparable to Oakhurst's Private Credit (RE Debt) strategy and trust deed investments in California.
  • H/2 Capital Partners: H/2 Capital Partners is a real estate credit-focused investment manager providing debt capital to commercial real estate sponsors. Comparable to Oakhurst's Private Credit and direct lending strategies targeting institutional LPs.
  • RCG Longview: RCG Longview is a private real estate debt manager focused on transitional middle-market lending. Comparable to Oakhurst's Private Credit (Real Estate Debt) strategy including construction, bridge, and senior debt.
  • Capital Constellation: Capital Constellation is a real estate private equity fund-of-funds manager. Comparable to Oakhurst's PE Fund-of-Funds strategy aggregating underlying sponsors across asset classes for institutional LPs.

Broad incumbents

  • Clarion Partners: Clarion Partners is a major U.S. real estate investment manager with multi-strategy offerings across debt and equity. Comparable to Oakhurst's diversified RE platform but at much greater scale.
  • StepStone Group: StepStone Group is a global alternatives investment platform with a real estate fund-of-funds franchise. Comparable to Oakhurst's Private Equity RE Fund-of-Funds strategy with similar institutional LP focus.
  • Harrison Street: Harrison Street is an alternatives investment manager with thematic real estate strategies spanning multifamily, student housing, senior living, and digital infrastructure. Overlaps with Oakhurst's multi-asset-class RE direct and FoF approach.
  • AEW Capital Management: AEW Capital Management is a global real estate investment manager offering equity, debt, and securities strategies. Comparable in multi-strategy breadth to Oakhurst's three-pillar RE platform.
  • Principal Real Estate Investors: Principal Real Estate Investors manages institutional commercial real estate equity and debt mandates. Comparable to Oakhurst's diversified RE debt and equity offerings at a much larger scale.
  • PGIM Real Estate: PGIM Real Estate is the real estate investment arm of Prudential Financial, managing debt and equity strategies across property types globally. Comparable in scope to Oakhurst's diversified RE platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Oakhurst Advisors social profiles

Digital presence

Oakhurst Advisors compliance and trust

Trust signal

Compliance2 records

Oakhurst Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Oakhurst Advisors leadership team

Management profile

Number of profiles

Profiles8 records

Oakhurst Advisors subsidiaries and ownership

Company hierarchy

Subsidiaries4 records

Oakhurst Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Oakhurst Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oakhurst Advisors

What does Oakhurst Advisors do?

Oakhurst Advisors is an SEC-registered investment advisor that manages real estate-related debt and equity investments for private funds, mutual funds, separately managed accounts, and other pooled investment vehicles. The firm offers three core strategy lines — Private Equity Fund of Funds, Private Credit (Real Estate Debt) Fund of Funds, and Direct Real Estate — investing across multi-family, hospitality, office, industrial, and retail asset classes in U.S. growth markets.

Is Oakhurst Advisors a public or private company?

Oakhurst Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Oakhurst Advisors founded?

Oakhurst Advisors was founded in 2014. It employs 1 to 10 people.

Where is Oakhurst Advisors based?

Oakhurst Advisors is headquartered in Pasadena, United States, in the North America region.

How does Oakhurst Advisors make money?

One revenue line is on record: investment Advisory Management.

Who are Oakhurst Advisors's main competitors?

Direct peers on record are Mesa West Capital, H/2 Capital Partners, RCG Longview and Capital Constellation. Broad incumbents are Clarion Partners, StepStone Group, Harrison Street, AEW Capital Management, Principal Real Estate Investors and PGIM Real Estate.

Does Oakhurst Advisors have an API?

No public API is recorded for Oakhurst Advisors.

What industry is Oakhurst Advisors in?

Oakhurst Advisors's product category is Investment Advisory Services. Its primary akta.pro industry code is BPAJAMAJ, Real Estate Portfolio & Fund Management (Institutional/REIT/PE), with a secondary code of FSAAAKAC, Real Estate Debt & Mortgage Strategies. Its NAICS code is 523940 and its SIC code is 6282.

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