A startup in California is entering the mutual fund business with a liquid alternative fund.
| David W. Ford Oakhurst Advisors, LLC President | |
Beverly Hills-based
Oakhurst Advisors reveals in a filing that this month it is launching the
Oakhurst Strategic Defined Risk Fund, with both institutional and advisor shares.
MFWire could not immediately reach Santa Fe, New Mexico-based
David Ford, president of Oakhurst, for comment on the launch.
Per the filing, the fund will be PMed by
Jeffrey Garden and
Jason Ozur. Ozur is a senior managing director at
Lido Advisors, and Garden is a senior research analyst at Lido.
MFWire could not immediately reach Ozur for comment for this story.
U.S. Bank provides custody and transfer agency services to the fund,
Quasar is the distributor,
Cohen Fund Audit Services is the independent accounting firm, and
Goodwin Procter provides legal counsel.
Ford is an alumnus of both the University of Colorado and Colorado State University. He is a founding partner of Hana Partners and previously worked with Griffin Capital Securities, W.P. Carey, Hines, ATEL, Aetna, and Fidelity. His background includes years of work in both the mutual fund and REIT businesses. 
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