Oakhurst Advisors
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.
- Company typePrivate
- Founded2014
- HeadquartersPasadena, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
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
Where Oakhurst Advisors is headquartered
LocationHeadquarters
- 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
- 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 offeringCore 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 profileSegments1 record
Ideal customer profiles1 record
Oakhurst Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Oakhurst Advisors partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered minor.
- CohnReznickminorTax and financial audit services partner providing accounting and audit services for the firm's investment operations and fund reporting.
- CitrinCoopermanminorTax and financial audit services partner providing professional accounting and advisory services.
- Eisner AmperminorTax and financial audit services partner providing audit and accounting professional services.
- Sheppard MullinminorLegal and compliance counsel providing legal advisory services for the firm's operations and fund documentation.
- AkinminorLegal and compliance counsel providing legal advisory services.
- FLP Law GroupminorLegal and compliance counsel providing legal advisory services.
- Partner Fund ServicesminorFund 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 assessmentDirect 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 presenceOakhurst Advisors compliance and trust
Trust signalCompliance2 records
Oakhurst Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Oakhurst Advisors leadership team
Management profileNumber of profiles
Profiles8 records
Oakhurst Advisors subsidiaries and ownership
Company hierarchySubsidiaries4 records
Oakhurst Advisors funding detail
Funding detailFunding 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 investmentM&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.