Oak Hill Advisors, L.P. (New York)

Oak Hill Advisors provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and capital markets advisory services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oak Hill Advisors: assets under management

The assets under management (AUM) of Oak Hill Advisors, L.P. is $36.98 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 776% since the beginning of its operation, and $30.62 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $36.98 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $333.14 million each.

Oak Hill Advisors has custody of $469.24 million in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 52% of the total AUM. The second-largest asset type is non-investment grade corporate bonds, which make up 30% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oak Hill Advisors, L.P. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients William Hartwig Bohnsack serves?

The firm provides services to pooled investment vehicles, business development companies, pension and profit sharing plans, and sovereign wealth funds and foreign official institutions. The largest group of clients of William Hartwig Bohnsack is pooled investment vehicles with 56 clients and $25.04 billion of assets under management. Among the 8 most similar advisory firms, Oak Hill Advisors has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $33.49 billion for 83 clients. 77% of the firm’s clients are foreign persons or businesses.

Oak Hill Advisors also advises several private funds. Namely, twenty four hedge funds, five private equity funds, and twenty two securitized asset funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Oak Hill Advisors, L.P.

The company employs 300 people that are either part- or full-time employees. 28 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

William Hartwig Bohnsack has been acting as President since 1 Jan 2001. Adam Bradley Kertzner joined the executive team most recently as the Portfolio Manager/Senior Partner.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 19 indirect owners.

Based in New York

The principal office where Oak Hill Advisors, L.P. performs its advisory services is located at 1114 Avenue Of The Americas, New York, NY 10036, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-326-1500 or by fax 212-735-5287. The normal business hours are 9:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at oakhilladvisors.com.

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