Privacy Policy

Protecting the personal and private information of clients is important to Oakmont Capital Management, LLC and its affiliated entity the Oakmont Opportunity Fund, LP (collectively, “Oakmont Entities”). We want you to understand how we use the personal information we collect and when we disclose it.

The Oakmont Entities generally do not share personal or private client information with any third parties except when legally permitted or required. We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect the confidentiality of the information. If the information is shared, third parties are required to continue to maintain the security and confidentiality of it.

Information Oakmont Entities Collect – The following is an example of the type of personal and private information we may collect:

• Contact Information: your name, your company’s name, address, telephone number, and e-mail address.
• Identification Information: social security number, driver’s license number, employer identification number.
• Eligibility Information: assets, liabilities, investment experience, and income.
• Third Party Information: information required by broker-dealers, custodians, United States Internal Revenue Service, and credit reporting agencies.

Information Shared Among Oakmont Entities – We may share client information in order to recommend and facilitate investment advisory services. You may limit our ability to share or to use any personal or private information by writing to us at the address set forth below.

Information Shared With Third Parties – Client information may be shared with third parties that perform services on yours and our behalf, such as custodial and brokerage services. Generally, we provide third parties only with the information necessary for them to provide their respective service.

Confidentiality and Security Procedures – All personal and private client information is deemed to be confidential in nature. Our employees may access such information only when there is an appropriate business or investment reason. Employees who violate these standards will be subject to strict disciplinary measures.

If you have any questions regarding our Privacy Policy, please write or call us via the contact information below:

Oakmont Capital Management, LLC
P.O. Box 52
Oakmont, PA 15139