# Oakhurst Advisors

> Oakhurst Advisors is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 282057
- Filed as: OAKHURST ADVISORS
- Legal name: Oakhurst Advisors, LLC
- Also doing business as: CKR ADVISORS, LLC, GOLIATH FUND OF FUNDS GP, LLC, LEVIATHAN CO-INVEST MANAGER, LLC, MANDALAY ADVISORS, LLC, MANDALAY HOSPITALITY FUND I GP, LLC, MANDALAY INCOME FUND GP, LLC, MANDALAY INDUSTRIAL ASSET MANAGEMENT, LLC, MANDALAY REAL ESTATE FUND GP, LLC, OAKHURST INCOME FUND GP, LLC, OAKHURST OPPORTUNITY LENDING FUND GP, LLC, OAKHURST REAL ESTATE ADVISORS, LLC, OAKHURST REAL ESTATE FUND GP IV, LLC, S&R REAL ESTATE FUND GP II, LLC, S&R REAL ESTATE FUND GP II-AUSTIN, LLC, S&R REAL ESTATE FUND GP III, LLC, S&R REAL ESTATE FUND GP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282057
- AdvisorCensus page: https://advisorcensus.com/firm/oakhurst-advisors-los-angeles-ca-282057

## Quick answers

**How is Oakhurst Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Oakhurst Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Oakhurst Advisors located?**
Oakhurst Advisors' principal office is in Los Angeles, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Oakhurst Advisors registered with the SEC or a state?**
Oakhurst Advisors is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282057.

**How much does Oakhurst Advisors manage?**
Oakhurst Advisors reports $1,249,445,239 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Oakhurst Advisors' assets and staff changed since 2021?**
In the Form ADV data for Oakhurst Advisors: Regulatory assets under management: $841,864,796 in the October 2021 data and $1,249,445,239 in the October 2026 data, up 48%. Total employees: 31 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Oakhurst Advisors serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (23).

**Does Oakhurst Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282057

**What changed in Oakhurst Advisors' recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,249,445,239
- Discretionary: $1,249,445,239
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $1,249,445,239 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 14 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Pasadena, CA

### Websites listed on Form ADV (Item 1.I)
- oakhurstfunds.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $841,864,796 | 31 | March 30, 2021 |
| October 2022 | $1,277,681,069 | 40 | September 16, 2022 |
| October 2023 | $1,412,363,921 | 15 | May 15, 2023 |
| October 2024 | $1,204,650,234 | 7 | March 28, 2024 |
| October 2025 | $1,234,941,783 | 10 | March 28, 2025 |
| October 2026 | $1,249,445,239 | 14 | March 30, 2026 |

Regulatory assets under management: $841,864,796 in the October 2021 data and $1,249,445,239 in the October 2026 data, up 48%.
Total employees: 31 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oakhurst Advisors (CRD 282057): Form ADV filing data as of October 2026.