Firm profile

OAKLAWN CAPITAL MANAGEMENT LLC

CRD 339373Latest ADV February 4, 2026

Oaklawn Capital Management LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 4, 2026, reports $153M in regulatory assets under management, 4 employees, and 1 account.

Assets Under Management
$153M
Employees
4
Offices
--
Total Clients
<5
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(646) 370-0416
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CEOWalter E. Ferstand
CCOWalter E. Ferstand

Advisory services offered

1 types reported
Portfolio management for businesses

Fee models offered

1 types reported
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$153Mas of February 4, 2026
Discretionary100.0%
$153M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$153M
Total Accounts1
10Y AUM Change+$153M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee
10Y Employee Change+3 (+300.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.