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Oak Hill Advisors, L.P.: investment adviser
Oak Hill Advisors, L.P. is an investment adviser registered with the SEC (file 801-62894, CRD 125352). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.
- Assets managed
- $100.7B
- Discretionary
- 100%
- Accounts
- 184
- Employees
- 435
- In advisory roles
- 113
- Disclosures
- 0
Company page · SEC adviser record · Full Form ADV (PDF)
The firm reports that it or a related person has custody of client cash and securities.
Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.
Clients and fees
Whom the firm advises and how it is paid, from Items 5.D, 5.E and 5.G.
| Client type | Clients | Assets | Share |
|---|---|---|---|
| Private funds and other pooled vehicles | 100 | $77.6B | 77.0% |
| Pension and profit-sharing plans | 20 | $8.3B | 8.3% |
| State and local governments | 5 | $2.1B | 2.1% |
| Insurance companies | 6 | $1.6B | 1.6% |
| Sovereign wealth funds | 10 | $6.9B | 6.9% |
| Other: Family offices | 11 | $4.2B | 4.2% |
How it is paid
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other: Directors fees, transaction fees, in-house professional costs
Services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles)
Who owns it
Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.
Direct owners (Schedule A)
| Owner | Type | Role | Stake | Since | Control | Public company |
|---|---|---|---|---|---|---|
| Oak Hill Advisors Genpar, L.P. | Company (U.S.) | General partner | C 25% to 50% | Apr 2005 | Yes | |
| Oha Genpar Principal Investors, L.P. | Company (U.S.) | Limited partner | B 10% to 25% | Dec 2021 | ||
| Omega Merger Sub 3, LLC | Company (U.S.) | Limited partner | B 10% to 25% | Dec 2021 | ||
| T. Rowe Price Associates, Inc. | Company (U.S.) | Limited partner | B 10% to 25% | Dec 2021 | ||
| Wsi Oha LLC | Company (U.S.) | Limited partner | B 10% to 25% | Feb 2018 |
Indirect owners (Schedule B)
| Owner | Owns a stake in | Type | Stake | Control | Public company |
|---|---|---|---|---|---|
| T. Rowe Price Group, Inc. | Oha Genpar | Company (U.S.) | F General partner, trustee or managing member | Yes | Yes |
| T. Rowe Price Associates, Inc. | Oha Genpar | Company (U.S.) | E 75% or more | Yes | |
| T. Rowe Price Associates, Inc. | Wsi Oha LLC | Company (U.S.) | E 75% or more | Yes | |
| T. Rowe Price Group, Inc. | T. Rowe Price | Company (U.S.) | E 75% or more | Yes | Yes |
Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.
Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.
Disciplinary history
The firm answered No to every disciplinary question on Form ADV (Item 11).
The brochure
No brochure text was read for this firm.
Other brochures on file
- Oak Hill Advisors, L.P. - 2A, Mar 31, 2026
Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.