OAK HILL ADVISORS, L.P. other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

416 13.04%

of those in investment advisory functions:

123 13.89%

Registration:

SEC, Approved, 3/25/2004

AUM:

71,298,835,513 12.88%

of that, discretionary:

71,298,835,513 12.88%

GAV:

46,332,215,432 18.13%

Avg Account Size:

445,617,722 4.41%

SMA’s:

YES

Private Funds:

74 8

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
63B 54B 45B 36B 27B 18B 9B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Wall Street Firm Bets on Forest Carbon Offset
11/02/2022

Oak Hill Advisors, best known as a corporate-debt investor, said that it led a consortium to pay about $1.8 billion for 1.7 million acres of forest.

Wall Street Journal

Jefferies poised to sell its stake in Oak Hill Capital to Kuwait's Wafra - report
08/30/2022

Seeking Alpha

Kuwait-backed Wafra Said Near Deal For Jefferies Oak Hill Stake - Bloomberg
08/30/2022

investing.com

Hedge Fund and Insider Trading News: Nelson Peltz, Oak Hill Advisors, Falcon Investment Management, Kite Lake Capital Management, MGP Ingredients Inc (MGPI), Lions Gate Entertainment Corp. (LGF), and More
06/20/2022

Insider Monkey

Funds jockey for stake in national broadband firm in Ireland - The Times
06/19/2022

Pension and investment funds are poised to submit final bids to PJT, the company advisers. Oak Hill Advisors, a US hedge fund that is a 49 per cent ...

thetimes.co.uk

T. Rowe Price becomes major hedge fund player in a heartbeat with $4.2-billion Oak Hill ... - RIABiz
10/29/2021

T. Rowe Price becomes major hedge fund player in a heartbeat with $4.2-billion Oak Hill purchase -- plus a $500-million co-investment -- with RIAs ...

riabiz.com


Private Funds Structure

Fund Type Count GAV
Hedge Fund 36 $27,742,516,566
Securitized Asset Fund 38 $18,589,698,866

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Private Funds



Employees




Brochure Summary

Overview

The Registrant is a leading independent investment firm with approximately $57 billion in capital under management on a discretionary basis as of December 31, 2022, across its private, distressed, special situations, liquid, structured credit (including collateralized loan obligations (“CLOs”)) and real asset strategies (including aircraft, automobiles, shipping, real estate, and/or related assets). The Registrant also invests in other investment products, such as equity securities (including common or preferred stock, closed-end funds, exchange-traded funds and similar securities and warrants), structured finance, mortgage securities investments and interest rate and currency hedging. The majority of investments are made in private securities and obligations, but the Registrant does also invest in publicly-traded securities. The Registrant makes control and non- control investments and has the ability to take both long and short positions on behalf of its clients. The Registrant’s investment activities are concentrated primarily in the U.S. and Europe. The Registrant manages various private funds, including pooled funds and CLOs, and single investor mandates (each, a
“Client” and collectively, “Clients”). Investment advisory services provided to each Client are tailored to such Client’s specific investment strategy, objectives, limitations and restrictions, as set forth in each investment advisory agreement, private placement memorandum, offering circular and other Client constituent document, as applicable. In certain cases, Clients impose restrictions on investing in certain securities or types of securities. The Registrant (through a predecessor entity) was founded in 1991 and is wholly owned by T. Rowe Price Group, Inc. (together with its subsidiaries, “T. Rowe”). The Registrant operates as a standalone business, with autonomy over its investment process. Accordingly, references to “affiliate” in this Brochure refer only to affiliates under direct or indirect control of the senior management team of the Registrant, unless the context indicates otherwise. The Registrant maintains its principal place of business in New York City and has additional offices in Fort Worth, Texas; San Francisco, California; London, England; Sydney, Australia; Melbourne, Australia; Hong Kong, China; and Luxembourg, Grand Duchy of Luxembourg.