OAKHURST ADVISORS

Overview

Oakhurst Advisors is a privately held investment adviser formed in 2016 that focuses on managing pooled investment vehicles with a specialization in real estate strategies. The firm operates primarily for institutional clients and serves as an adviser and sponsor/GP/managing member of pooled vehicles, directing portfolio management for its funds rather than individual retail relationships. Its fee mix includes percentage-of-AUM fees, fixed fees and performance-based fees, reflecting a fund-oriented compensation model. Investment activity centers on real estate allocations delivered through private funds and pooled vehicles, while liquid market exposure appears to be implemented largely via ETFs. The firm is not an active ESG investor and does not identify as a multi-state adviser. Oakhurst’s organizational structure is a limited liability company and its ownership traces to domestic entity and individual owners.

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Public Holdings

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Location & Offices