Oha Private Credit Advisors, L.P
Answer a few questions and
get matched with an advisor.
Learn more about Oha Private Credit Advisors, L.P
Overview
Oha Private Credit Advisors, L.P operates as a financial advisor firm that has its headquarters in New York, New York. The company has $99.2 million in assets under management throughout one customer account. The firm has a large team, including 108 financial advisors. Oha Private Credit Advisors, L.P does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal investments like equities, options and bonds.
Oha Private Credit Advisors, L.P administers all of its accounts on a discretionary basis. Discretionary management means that a portfolio manager makes transaction decisions for the client's account without needing to seek client consent. The investment advisory firm administers an average of $99.2 million for every account. The typical financial advisor at Oha Private Credit Advisors, L.P administers fewer than one client account, placing it among the most personalized advisor firms in the country.
Oha Private Credit Advisors, L.P's headquarters is at One Vanderbilt Avenue, New York, New York 10017.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Oha Private Credit Advisors, L.P by the Numbers
$99.2 million
368
1
$99.2 million
Fee Structure
Fees for financial advice largely depend on the financial services offered. Fees charged by the firm most likely consist of the following fee structures: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Oha Private Credit Advisors, L.P caters to business development companies. Oha Private Credit Advisors, L.P's largest client is business development companies. None of the company's accounts are represented by people from outside of the U.S.
- 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Oha Private Credit Advisors, L.P does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.