Oak Hill Advisors, L.P

CRD#125352
Investment Advisor Firm

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Learn more about Oak Hill Advisors, L.P

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations

    • Overview

    Oak Hill Advisors, L.P is a financial advisor firm that has its headquarters in New York, New York. It administers $63.2 billion in assets across 148 customer accounts, making it one of the largest firms in the United States by assets under management (AUM). The firm has a large team, including 108 financial advisors. Oak Hill Advisors, L.P does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as options, bonds and equities.

    Oak Hill Advisors, L.P oversees all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes transaction judgments for the client's account without requiring client authorization. The company's average account size is $426.8 million. The typical financial advisor at Oak Hill Advisors, L.P oversees around one client account, making it one of the most individualized financial advisor firms in the country.

    The firm's main office is at 1 Vanderbilt Ave, New York, New York 10017.

    Assets Under Management

    $63.2 billion

    Number of Advisors

    108

    Disclosures

    No

    Office Location

    1 Vanderbilt Ave
    New York, NY 10017

    Oak Hill Advisors, L.P by the Numbers

    Total Assets Under Management

    $63.2 billion

    National Average: $8.6 billion
    Total Number of Employees

    368

    National Average: 64
    Total Number of Accounts

    148

    National Average: 375,227
    Average Account Size

    $426.8 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial advisory fees typically are based on which services the firm provides the client. However, fees charged by Oak Hill Advisors, L.P most likely are comprised of some blend of the following fee types: asset-based, fixed, performance-based or other. Oak Hill Advisors, L.P does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    Back to Overview

    Types of Clients

    The firm provides services to pooled investment vehicles, pension plans, sovereign wealth funds and other. Out of its 148 clients, Oak Hill Advisors, L.P's biggest client by number of accounts is pooled investment vehicles. About 76% of its accounts are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Oak Hill Advisors, L.P does not have any disclosures.

    Please visit its Form ADV for more details.

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