oak hill capital partners aum

Since 1986, Oak Hill and its predecessors have raised approximately $20 billion of initial capital commitments and co-investments, invested in approximately 100 companies, and completed more than 300 add-on acquisitions representing an aggregate enterprise value at acquisition of over $60 billion. We invest in high growth, dynamic situation buyouts and growth capital investments. In January 2018, Oak Hill Capital Partners acquired Safe Fleet from The Sterling Group. These Oak Hill partnerships comprise over $18 billion of investment capital across multiple asset classes, including private equity, special situations, high yield and bank debt, venture capital, real estate and a public equity exchange fund. . Headquartered in Denver, Mercer Advisors is privately held, has over 370 employees, and operates nationally through 44 offices across the country. Experienced across a range of industries, transaction types and capital structures. ATLANTA--(BUSINESS WIRE)--Apr 11, 2023-- Sage Mountain Advisors, an independent wealth management firm, announced today it has deepened its advisory team with the addition of Tim Byerly as Wealth Advisor. [5] No value of the deal was mentioned. Oaktree Capital Management is a leader among global investment managers specializing in alternative investments. Apr 14, 2023. from 8 AM - 9 PM ET. November 21, 2017. Track the AUM, funds, and holdings for Oak Hill Capital Management LLC over time. Phone Number (203) 226-8346 Oak Investment Partners is a multi-stage venture capital and private equity firm. Adam Nankervis We are excited to partner with CEO Dave Welling, his outstanding team, and existing investor Genstar to further help the company expand organically and through strategic acquisitions., Tony Salewski, Managing Director of Genstar, said, We are extremely gratified by the success of Mercer Advisors, having worked with management to create a strategic wealth management platform that delivers a truly integrated and robust client experience. New York, NY 10017 Oak Hills experienced team applies an industry-focused, theme-based approach to investing and works actively in partnership with management to implement strategic and operational initiatives to create franchise value. New York, NY. Our future is even brighter with Oak Hill being added as a strategic investor. For more information, please visit: www.merceradvisors.com. Mercer Advisors also enhanced its referral relationships with Charles Schwab, E*TRADE, Fidelity Investments, and TD Ameritrade. The firm seeks to invest in business products, business services, consumer products, consumer services, financial services, healthcare, information technology, industrials . Goldman Sachs & Co. served as lead financial advisor, Moelis & Company LLCassisted as financial advisors, and Willkie Farr & Gallagher LLP served as legal counsel to Mercer Advisors on the transaction. Direct links to the EDGAR source material. About Lovell Minnick PartnersLovell Minnick Partners is a private equity firm focused on investments in the global financial services industry, including related technology and business services companies. Oak Hill will continue to target control-oriented private equity investments of $100 million to $400 million in middle-market companies primarily in North America, focused across the following sectors: Services, Industrials, Media & Communications, and Consumer. Oak Hill Capital Partners Iv (Onshore), L.P. is a private equity fund operated by Oak Hill Capital Management, Llc and has approximately $1.4 billion in assets. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}, {"uid": 51990304, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}, (a) Individuals (other than high net worth individuals), (b) Individuals (high net worth individuals), (i) State or municipal government entities, (l) Sovereign wealth funds and foreign official institutions, (m) Corporations or other businesses not listed above. April 25, 2023. Oak Hill Capital Investment Management New York, New York 2,499 followers A private equity firm focused on North American middle-market buyouts OAK CIRCLE CAPITAL PARTNERS LLC: PARENT: indirect: 2005-04-01: ALPHA4X ASSET . Read. For the avoidance of doubt, the strategies listed overlap and therefore figures do not sum to the total capital under management. The company has garnered widespread media attention due to its addition of investors Bill Gates and Nike founder Phil Knight. Over the past 35+ years, Oak Hill and its predecessors have raised approximately $20 billion of initial capital commitments and co-investments, invested in approximately 100 companies, and completed more than 300 add-on acquisitions representing an aggregate enterprise value at acquisition of over $60 billion. Organized . Portfolio Manager & Partner, Chief Executive Officer - BDCs. Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. Oak Hill Capital Management, Llc (Crd# 136656), Oak Hill Capital Management Partners Bermuda Lp, Oak Hill Capital Management Partners Ii Cayman Lp, Oak Hill Capital Management Partners Ii Lp, Oak Hill Capital Management Partners Iii Lp, Oak Hill Capital Partners Ii Cayman Ii Lp, Oak Hill Capital Partners Iv Management Lp, Oak Hill Capital Partners Iv Offshore 892 Lp, Oak Hill Capital Partners Iv Onshore Tax Exempt Lp, Blue Sky Digital Outdoor Advertising Fund Fund Data, Sarasin Ie Global Equity Opportunities (Usd) Fund Data, Themelios Ventures Ii-A, L.P. Fund Data. One Vanderbilt, 16th Floor OHA's integrated firm design and 20+ years of experience managing credit assets across the North American and European markets in high yield bonds, leveraged loans, distressed debt, structured products and private lending, enable us to execute on this rotational strategy. June 1, 2000 Staff . Aug 25, 2014, 08:00 ET. It's also in CT vs. NY for Oak HIll, so I don't think there is 1 exact right decision. Dyal Capital, founded in 2010, is a leading capital provider to institutional private equity and hedge fund managers through minority investments and long-term financing Oak Street, founded in 2009, is a leader in providing real estate solutions and structuring sale leaseback transactions with investment grade and creditworthy tenants Oak Hill Capital Partners Iii, L.P. is one of the larger private funds with 2.7 billion in assets. . Based in Denver, Mercer Advisors has a national footprint with 44 offices and over 370 employees. Safe Fleet Holdings, LLC, the market-leading provider of safety and productivity solutions for fleet vehicles, has announced today that it has entered into a definitive agreement to be acquired by Oak Hill Capital Partners. EXPERTISE The Company has nearly 35 years of wealth management experience and differentiates itself as a total wealth manager serving investors as a fiduciary and providing a broad range of services including financial planning, investments, estate planning and tax planning and preparation services. We are excited to continue as investors and look forward to further building Mercer Advisors in our new partnership with Oak Hill.. Type: Limited Liability Company Registration Country: United States 0 SEC#: 801-64749 Our competitive advantages include our experienced team of investment professionals, a global platform and a unifying investment philosophy that is complemented by a set of core business principles. Lovell Minnick Partners is a private equity firm focused on investments in the global financial services industry, including related technology and business services companies. [1]. Oak Hill Capital Partners VI (Onshore Tax Exempt) Open Date 0000-00-00 Fund Family Oak Hill Capital Partners Native Currency USD Fund Manager's Location One Stamford Plaza 263 Tresser Boulevard, 15th Floor Stamford, CT 06901 United States +1 (203) 000-0000 Fund Domiciles United States: Delaware Oak Hill Capital Partners VI Investments (4) Dave Welling, Chief Executive Officer of Mercer Advisors, said, Mercer Advisors vision centers on our unconditional commitment to our clients and working collaboratively with them to create the best context possible for their Economic Freedom. The University of Alabama established the Division of Community Affairs Board of Advisors (BOA) in 2016. Oak Hill Capital Management LLC - . Advised Oak Hill Advisors on an innovative $500m sustainable forestry joint venture with Bluesource targeting the purchase of one million acres of woodland for the generation of carbon offsets. On April 20, 2010 the company announced acquisition of Denver-based data center company ViaWest Inc. for an undisclosed amount. Over the past 33 years, Oak. This decision refers to them collectively as "Oak Hill." 2 redemptions. In addition, in 2018, Mercer Advisors opened a new, full-service Central Hub headquarters in Denver to house multiple teams and functions to better support the dozens of Mercer Advisors regional offices. Oaktree Capital Management is an American global asset management firm specializing in alternative investment strategies. For more information on Genstar, please visit: www.gencap.com. Based in San Francisco, Genstar works in partnership with its management teams and its network of strategic advisors to transform its portfolio companies into industry-leading businesses. We wish the team continued success as the Company writes its next chapter, said Jeffrey Lovell, Co-Chairman of Lovell Minnick Partners. As this capital searches for deal flow, the development of workforce and . Custodian(s): Credit Suisse Securities (USA) LLC, , Rank: 498 out of 30967 registered private funds, Rank: 1262 out of 30967 registered private funds, Rank: 11730 out of 30967 registered private funds. Oak Hill Capital Partners IV is a Private Equity Fund in Texas with $493.5M assets under management, with a minimum investment of $10M. Investment Mandates, Video PitchBooks & More! Key to our process in selecting Oak Hill as our partner was the unique combination of cultural alignment and their expertise in supporting management teams leading growth and change. About Oak Hill CapitalOak Hill Capital is a private equity firm managing funds with approximately $15 billion of initial capital commitments and co-investments since inception. creating value in middle-market companies. The firm prefers to invest in growth-stage companies through buyouts. Over a period of nearly twenty years, Oak Hill Capital has invested in more than fifty significant private equity transactions, including: In October 2014, Oak Hill Capital Partners acquired Berlin Packaging for a fee of $1.43 billion from Investcorp.[4]. About Oaktree. Total AUM: $1.4 billion. Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with over $16.5 billion in client assets. Motive . History Company Profile. Partnership-based approach. This website uses cookies to improve your experience. Our future is even brighter with Oak Hill being added as a strategic investor. BROOKFIELD, NEWS, Nov. 03, 2021 (GLOBE NEWSWIRE) -- Brookfield Asset Management Inc. (NYSE: BAM; TSX: BAM.A) ("Brookfield") and Oaktree Capital Management, L.P. ("Oaktree") today announced the completion of the previously announced transition of the advisory role of Oaktree Real Estate Income Trust, Inc. ("Oaktree REIT") to Brookfield and have renamed the non-traded REIT . We'll assume you're ok with this, but you can opt-out if you wish. The current provinces of Spain correspond by and large to the provinces created under the purview of the 1833 territorial re-organization of Spain, with a similar predecessor from 1822 (during the Trienio Liberal) and an earlier precedent in the 1810 Napoleonic division of Spain into 84 prefectures. About Oak Hill Capital PartnersOak Hill Capital is a private equity firm managing funds with over $16 billion of initial capital commitments and co-investments since inception. Over the past 35 years, Oak Hill Capital and its predecessors have invested in approximately 100 private equity transactions across broad segments of the U.S. and global economies. With the support of our private equity partners we have been able to make significant investments in building a comprehensive set of services for our clients and in expanding that vision to new parts of the country. Added Welling, Genstar Capital and Lovell Minnick were instrumental in our development and we are delighted that Genstar will be staying on as an investor and partner. Rank: 1097 . About Mercer AdvisorsEstablished in 1985, Mercer Global Advisors Inc. ("Mercer Advisors") is a total wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. Data from SEC filing. In thinking about how to fund the capital stack, I would be remiss if I did not again mention the enormous rise of capital that is focused on ESG right now. . Added Welling, "Genstar Capital and Lovell Minnick were instrumental in our development and we are delighted that Genstar will be staying on as an investor and partner. Data from SEC filing. New Mountain Capital Agrees to Sell SNL Financial to McGraw Hill Financial for $2.225 Billion. In that span, Mercer Advisors invested heavily in enhancing its services for clients including the expansion of its investment offerings, significantly adding talent and expertise to its estate and tax planning teams, and extending its regional office footprint to over 40 regional offices. We take ownership, embrace change, and add value. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}, {"uid": 51990306, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}, WAY Fund II, a series of Tiny Supercomputer Investment Compa, Wayfinder, a series of TBD Angels Master LLC, Credit Suisse Securities USA LLC, JP Morgan Chase Bank NA. Genstar currently has approximately $17 billion of assets under management and targets investments focused on targeted segments of the financial services, healthcare, industrial technology, and software industries. The current minimum investment for Oak Hill Capital Partners Iii, L.P. is $10000000. Robert Bass is the lead investor. We are especially pleased to note that over 90% of OHCP IV's interests re-upped into OHCP V. We appreciate the continued support from our existing investor base and are pleased to welcome our new investors to the Oak Hill family. The firm partners with outstanding management teams to help grow their companies and build value for investors through a combination of driving growth initiatives, strategic activity and operational improvements. She spent 9 years at Montreux Growth Partners, a healthcare growth capital firm based in San Francisco, most recently as Managing Director. On June 15, 2018, Oak Hill Capital Partners acquired a majority stake in VetCor Group Holdings Corp. Management owns just 4 percent of the fund. Oak Hill Advisors Senior Partners Office New York London Hong Kong Sydney Fort Worth San Francisco Luxembourg Glenn R. August Founder & Chief Executive Officer Glenn R. August has overall management responsibility for OHA and serves as global head of the firm's distressed investment activities. Public filings of Oak Hill Capital Management Partners LP raised by Oak Hill Capital Management LLC. We work hard to see things others do not. You are here. With $57 billion of capital as of December 31, 2022, Oak Hill Advisors manages distressed funds, credit hedge funds, customized accounts and other specialty credit funds. OHCP V also represents the largest amount of third-party capital that Oak Hill has raised in its 35-year history. Oak Hill Capital Partners Iii, L.P. Overview Fund Type: private equity Private Fund ID: 805-4667680538 Fund Manager: Oak Hill Capital Management, Llc (Crd# 136656) Registered Location: Cayman Islands Total Assets: $2.7 billion We and our partners store and/or access information on a device, . If you know you want to be investing in credit, I would choose either Silver Point or Oak Hill. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}, {"uid": 51990305, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}. A leading private equity firm in Houston, TX, ZT Corporate is an operationally-oriented firm of entrepreneurs dedicated to developing and growing income-producing lower-middle market companies. Oak focuses on high-growth opportunities in the Information Technology, Internet and Consumer, Financial Services Technology, Healthcare Information and Services, and Clean Energy sectors. Oaktree Co-Chairman @HowardMarksBook will be among the speakers at @GUSteersCenter 's 2023 #RealEstate Luminary Series. #SteersLuminaries bit.ly/luminaries2023. Attentive Energy Partners with MRV Group to Launch State-wide Surveys to Gather Recommendations for Improved . OHCP V was significantly oversubscribed, surpassing its target of $3.0 billion and exceeding Oak Hill Capital Partners IV ("OHCP IV") by over 40%. ", Steve Puccinelli, Partner of Oak Hill, said, "Mercer Advisors is a unique integrated registered investment adviser with multiple levers to compound value and is well-positioned to further accelerate its already impressive growth. Oak Investment Partners is a private equity firm focusing on venture capital investments in companies developing communications systems, information technology, new Internet media, healthcare services and retail. Assets Under Management: $37B+ Capital Raised: . Over the past 33 years, Oak Hill Capital and its predecessors have invested in over 90 private equity transactions across broad segments of the U.S. and global economies. The current minimum investment for Oak Hill Capital Partners Iv (Onshore), L.P. is $10000000. Read. ", Tony Salewski, Managing Director of Genstar, said, "We are extremely gratified by the success of Mercer Advisors, having worked with management to create a strategic wealth management platform that delivers a truly integrated and robust client experience. Over the past 33 years, Oak Hill Capital and its predecessors have invested in over 90 private equity transactions across broad segments of the U.S. and global economies. Oak Hill Capital Partners VI Onshore LP: 0.0: 229.5: PE: Ohcmp III BC Ro S LP: 2022-03-29 0.0: PE: OHCP III BC RO-2 LP: 2022-03-29 Fund AUM and Sold ($) 90 72 54 36 18 0 2011 2015 2019 2023: Fund Details; Director: OHCP GenPar VI LP: Custodian: Bank of America NA: Auditor: KPMG LLP: Detailed Profile of OAK HILL CAPITAL MANAGEMENT, LLC portfolio of holdings. The New York midmarket firm initially set a $3 billion fundraising goal . - Mercer Advisors Continues With Current Leadership, Culture and Brand, - Significant Additional Capital to Support Investments in Expanding Client Offering and Momentum as a Leading RIA platform, - Genstar Capital to remain involved as strategic partner. New Mountain Capital Partners with CenseoHealth and Advance Health. Oak Hill Advisors Disclaimers All information estimated as of December 31, 2022. RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. Headquartered in Denver, Mercer Advisors is privately held, has over 370 employees, and operates nationally through 44 offices across the country. NEW YORK, Jan. 5, 2021 /PRNewswire/ -- Oak Hill Capital ("Oak Hill") today announced that it has successfully closed Oak Hill Capital Partners V ("OHCP V"), a ~$3.8 billion private equity fund. $12 Billion invested +95 Transactions since 1986 OUR TRACK RECORD Success driven by people and partnerships Oak Hill's experienced team applies an industry-focused, theme-based approach to investing and works actively in partnership with management to implement strategic and operational initiatives to create franchise value. The Firm invests on . In that span, Mercer Advisors invested heavily in enhancing its services for clients including the expansion of its investment offerings, significantly adding talent and expertise to its estate and tax planning teams, and extending its regional office footprint to over 40 regional offices. Stonyrock acquires economic interests in firms that manage strategies across asset classes, including private equity, credit, hedge funds, real estate, venture, and infrastructure. Previously, Byerly served as Senior Vice President at Angel Oak Capital Advisors, an alternative credit investment management firm. Oak Hill Capital Management Partners III, L.P. OHA employs a highly rigorous, fundamental, value-based approach to credit investingthat seeks to generate strong performance through a focus on downside protection and active management. StamfordOne Stamford Plaza263 Tresser Boulevard, 15th FloorStamford, CT 06901203-328-1600, New York65 East 55th Street32nd FloorNew York, NY 10022212-527-8400, Menlo Park3000 Sand Hill RoadBldg 2, Suite 160Menlo Park, CA 94025650-234-0500, Andrew BurdickPartner & Head of Investor Relationsaburdick@oakhill.com, Jacob ShulmanDirector, Investor Relationsjshulman@oakhill.com, Morgan UngerAssociate, Investor Relationsmunger@oakhill.com, 2019 Oak Hill Capital, All rights reserved. For more information, please visit: www.oakhill.com. Maybe Silver Point is better for leaving credit, but Oak Hill . Contact: Dawn . Mr. Oak Hill Capital Partners Iii, L.P. is a private equity fund operated by Oak Hill Capital Management, Llc and has approximately $2.7 billion in assets. The Company has nearly 35 years of wealth management experience and differentiates itself as a total wealth manager serving investors as a fiduciary and providing a broad range of services including financial planning, investments, estate planning and tax planning and preparation services. StamfordOne Stamford Plaza263 Tresser Boulevard, 15th FloorStamford, CT 06901203-328-1600, New York65 East 55th Street32nd FloorNew York, NY 10022212-527-8400, Menlo Park3000 Sand Hill RoadBldg 2, Suite 160Menlo Park, CA 94025650-234-0500, Andrew BurdickPartner & Head of Investor Relationsaburdick@oakhill.com, Jacob ShulmanDirector, Investor Relationsjshulman@oakhill.com, Morgan UngerAssociate, Investor Relationsmunger@oakhill.com, 2019 Oak Hill Capital, All rights reserved. Since its inception, OHA has embraced a partnership approach to developing long term strategic relationships with its clients as well as borrowers and other market participants to address their evolving needs in creative ways. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. About Genstar CapitalGenstar Capital is a leading private equity firm that has been actively investing in high quality companies for over 30 years. News; Wikipedia; The Associated Press 2023-04-28: TRENTON, N.J.--( D1 Capital Partners is a hedge fund with 41 clients and discretionary assets under management (AUM) of. OHA has $56 B under management. Dave Welling, Chief Executive Officer of Mercer Advisors, said, "Mercer Advisors' vision centers on our unconditional commitment to our clients and working collaboratively with them to create the best context possible for their Economic Freedom.

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