OAK HILL ADVISORS, L.P.

RIASEC RegisteredEst. 2004

Total AUM

$101B

Discretionary

$101B

100% of AUM

Avg account

$547M

Accounts

184

Employees

435

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 125352
Registered since: March 25, 2004
Website: www.oakhilladvisors.com
Custodians: THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles77.04%
Pension & Profit Sharing Plans8.27%
Sovereign Wealth Funds6.89%
Other4.15%
State / Municipal Government2.08%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Oak Hill Advisors, L.P. is a limited partnership that operates as a multi-strategy investment manager with a heavy institutional client focus. The firm is SEC-registered since 2004 and combines hedge fund and securitized-asset capabilities while serving as adviser and sponsor to pooled vehicles. Its advisory scope includes portfolio management for pooled investment vehicles and for businesses or institutions, and it also conducts CPO/CTA activities. Fee arrangements include asset-based fees, fixed fees, and performance-linked fees. Oak Hill reports being an active ESG investor and maintains industry relationships that span broker-dealers, trust companies, and roles as sponsor/GP/managing member of private funds. The firm also functions as a private funds manager: it advises a large suite of funds (94 in total), with hedge funds and securitized-asset funds representing the largest pools of assets under management. Oak Hill’s organizational ownership is domestic (entity and individual) and its client base is primarily institutional.