Private fund adviser · New York, NY
Oak Hill Advisors, L.P.
SEC-registered investment adviser · CRD 125352 · SEC 801-62894
At a glance
Oak Hill Advisors, L.P. is an SEC-registered investment adviser based in New York, New York, with $100.7 billion in regulatory assets under management as of its Form ADV filed June 1, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 81st of 4,686 private fund advisers and 259th of 17,210 SEC-registered advisers by assets.
Main office 212-326-1500oakhilladvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $101B
- Rank among private fund advisers
- #81 of 4,686
- Rank among all SEC RIAs
- #259 of 17,210
- Rank in New York
- #60 of 2,591
- Clients
- 152
- Accounts
- 184
- Discretionary
- 100% of AUM
- Employees
- 435
- Advisory staff
- 113
- Offices
- 2
Owners and executives on its Form ADV
- Glenn R. AugustFounder/chief Executive Officer
- William H. BohnsackPresident/senior Partner
- Alan M. SchragerPortfolio Manager/senior Partner
- Kahyeong N. LeeManaging Director/chief Compliance Officer/deputy General Counsel
- Adam B. KertznerPortfolio Manager/senior Partner
- Mark A. ZaeskeChief Financial Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Oak Hill Advisors, L.P. is a hybrid RIA: 12 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: T. Rowe Price Investment Services, Inc..
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 100 | $78B | 77% |
| Pension and profit sharing plans | 20 | $8.3B | 8% |
| Sovereign wealth funds and foreign official institutions | 10 | $6.9B | 7% |
| Other | 11 | $4.2B | 4% |
| State or municipal government entities | 5 | $2.1B | 2% |
| Insurance companies | 6 | $1.6B | 2% |
Private funds
Oak Hill Advisors, L.P. reports 94 private funds with $61B in gross assets: hedge funds, securitized asset funds (Form ADV Item 7.B).
Disciplinary disclosures
Oak Hill Advisors, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗oakhilladvisors.com ↗
AtlasMembers
The full record on Oak Hill Advisors, L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 221 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Oak Hill Advisors, L.P. manage?
Oak Hill Advisors, L.P. reports $100.7 billion in regulatory assets under management across 184 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 1, 2026.
What kind of firm is Oak Hill Advisors, L.P.?
Oak Hill Advisors, L.P. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Oak Hill Advisors, L.P.’s clients?
By assets, its largest client types are pooled investment vehicles ($77.6 billion, 100 clients); pension and profit sharing plans ($8.3 billion, 20 clients); sovereign wealth funds and foreign official institutions ($6.9 billion, 10 clients).
Does Oak Hill Advisors, L.P. manage private funds?
Yes. It reports 94 private funds with $60.6 billion in gross assets, including hedge funds, securitized asset funds.
Does Oak Hill Advisors, L.P. have any disciplinary history?
Oak Hill Advisors, L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Oak Hill Advisors, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →