PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Oakhurst Advisors, LLC

● SEC registered since 2016CRD 282057SEC# 801-107689Los Angeles, CA
Export (members)
Ranks #2,738 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$1.25B
Fund GAV
$206M
Private funds
15
Employees
14
Accounts
23
Location
Los Angeles, CA

Oakhurst Advisors, LLC assets under management

Oakhurst Advisors, LLC is an investment advisory firm registered with the SEC based in Los Angeles, CA. The firm has been registered since 2016. It reports $1.2 billion in regulatory assets under management and employs 14 people. Oakhurst Advisors, LLC manages 15 private funds with combined gross assets of $206 million, including Oakhurst Real Estate Fund XIV, LP. By regulatory assets, it ranks 2,738 of 6,030 private fund managers.

Oakhurst Advisors, LLC private funds

15 funds · $206M GAV
FundTypeGross assetsMin.
Oakhurst Real Estate Fund XIV, LPReal Estate$100.9M$20K
Mandalay Real Estate Fund V, LPReal Estate$15.5M$200K
Oakhurst Hospitality Fund I, LPReal Estate$12.3M$20K
Mandalay Hospitality Fund I, LPReal Estate$11.3M$200K
Mandalay Real Estate Fund I, LPReal Estate$10.4M$200K
Oakhurst Real Estate Fund XV, LPReal Estate$8.1M$20K
S&r Real Estate Fund X, LPReal Estate$8.1M$10K
S&r Real Estate Fund XI, LPReal Estate$7.6M$10K
Mandalay Real Estate Fund II, LPReal Estate$7.2M$200K
Oakhurst Real Estate Fund XII, LPReal Estate$6.7M$20K
See all 15 funds — unlock the full record.
Join to unlock · $37/mo

Oakhurst Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Chuck Kit Ng ControlChief Operating Officer And Board Member5-10%2018
Jason Pang Fe Lee ControlChief Legal Officer & Chief Compliance OfficerUnder 5%2018
K&w, LLCMember10-25%2015
Nitin Kumar Chexal ControlBoard MemberUnder 5%2022
Oakhurst Advisors Holdings, LLC ControlMember50-75%2018
Richard Douglas Goldman ControlChief Executive Officer, President, And Board Member25-50%2018
Richard Douglas Goldman ControlMember25-50%2018
S&r Oakhurst Holdings, LLC ControlMemberOver 75%2018
Stanley Sylvan Itskowitch ControlMember25-50%2018

Frequently asked questions

How much does Oakhurst Advisors, LLC manage?

Oakhurst Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Oakhurst Advisors, LLC manage?

Oakhurst Advisors, LLC manages 15 private funds with combined gross assets of $206 million.

How many employees does Oakhurst Advisors, LLC have?

Oakhurst Advisors, LLC reports 14 employees.

Where is Oakhurst Advisors, LLC located?

Oakhurst Advisors, LLC is based in Los Angeles, CA and has been SEC-registered since 2016.

Does Oakhurst Advisors, LLC disclose fund performance?

Oakhurst Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1875 Century Park East, Suite 900, Los Angeles, CA 90067
Phone1-800-235-6517
Office hours8 a.m. - 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1681681
Discloses disciplinary historyNo

Regulatory AUM

$1.25B▲ 1%
Mar '25 — $1.23BApr '25 — $1.23BMay '25 — $1.23BJun '25 — $1.23BJul '25 — $1.23BAug '25 — $1.23BSep '25 — $1.23BOct '25 — $1.23BNov '25 — $1.23BDec '25 — $1.23BJan '26 — $1.23BFeb '26 — $1.23BMar '26 — $1.25BApr '26 — $1.25BMay '26 — $1.25BJun '26 — $1.25BJul '26 — $1.25B
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 29%
Larger than 71% of 16,306 advisers
AUM vs fund managersTop 45%
Larger than 55% of 6,030 private-fund managers
Number of fundsTop 17%
More funds than 83% of fund managers
EmployeesTop 32%
More than 68% of 16,824 advisers

Assets under management

$1.25Bregulatory AUM
Discretionary $1.25B