Oak Hill Reit Management, LLC is a large advisory firm based in Newport Beach. It manages $63.25 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.
Oak Hill Reit Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oak Hill Reit Management, LLC is $63.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Oak Hill Reit Management, LLC for their services and products based on a percentage of assets under management 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.
William Sargent Janes has been acting as President since 1 Sep 2004. Christopher Joseph Mayer joined the executive team most recently as the Director.
The principal office where Oak Hill Reit Management, LLC performs its advisory services is located at 4400 Macarthur Boulevard, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-975-0500 or by fax 949-975-0551. The normal business hours are 6:30am - 5:00pm on Monday - Friday.