They have performed at a very high level and achieved premier status in wealth management. Experienced professionals who value partnership and transparency, Success driven by people and partnerships, Oak Hill Capital Announces Formation of Petauri Health, Kestra Holdings Announces Recapitalization as Oak Hill Capital Joins Partnership Alongside Warburg Pincus, Oak Hill Commits $250M to Omni Fiber to Expand Broadband Access in Underserved Towns Across the Midwest, Oak Hill Capital Names David Pryor Senior Advisor, Oak Hill Capital Names Jamie Jacobs Chief Talent Officer and Senior Advisor, Greenlight Networks Announces Majority Investment from Oak Hill Capital, MetroNet and Vexus Announce Merger to Accelerate Industry-Leading FTTH Expansion, Oak Hill Capital and CPP Investments Lead the Recapitalization of Berlin Packaging, Oak Hill Capital to Partner with U.S. . Oak Hill, founded by Robert Bass . 1 percent of the fund is owned by fund of funds. Litquidity Capital. Under Genstars and Lovell Minnicks ownership since Genstars original investment in 2015, Mercer Advisors AUM has grown dramatically, driven by addition of new client assets and acquisitions of other advisory firms from less than $5.8 billion in AUM to over $16.5 billion in AUM. Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Consumer, Retail & Distribution; Industrials; Media & Communications; and Services. Previously, she was a healthcare investor at Quaker Partners. Data from SEC filing. OHCP V was significantly oversubscribed, surpassing its target of $3.0 billion and exceeding Oak Hill Capital Partners IV ("OHCP IV") by over 40%. June 25, 2015. 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. Fund Manager: Oak Hill Capital Management, Llc (Crd# 136656), Private Funds Managed by Oak Hill Capital Management, Llc (25): Ohcp Iv Img Coi Lp, 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 Management Partners Lp , Oak Hill Capital Partners Bermuda Lp , Oak Hill Capital Partners Ii Cayman Ii Lp , Oak Hill Capital Partners Ii Cayman Lp , Oak Hill Capital Partners Ii Lp , Oak Hill Capital Partners Iii Aiv I Lp , Oak Hill Capital Partners Iii Aiv Ii Lp , Oak Hill Capital Partners Iii Lp , Oak Hill Capital Partners Iv Management Lp , Oak Hill Capital Partners Iv Offshore 892 Lp , Oak Hill Capital Partners Iv Offshore Lp , Oak Hill Capital Partners Iv Onshore Tax Exempt Lp , Oak Hill Capital Partners Iv Onshore Lp , Oak Hill Capital Partners Lp , Ohcp Dr Co Investors 2007 Llc , Ohcp Dr Co Investors 2009 Llc , Ohcp Dr Co Investors Llc , Ohcp Iii Bc Coi Lp , Ohcp Iii Fr Coi Lp , Ohcp Iii Hc Ro Lp. One Vanderbilt, 16th Floor . We work hard to see things others do not. A province in Spain is a territorial division defined as a collection of municipalities. Senior Vice President, Strategic Planning. 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. 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. RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. Oak Hill Capital Partners Iii, L.P. is one of the larger private funds with 2.7 billion in assets. Oak Hill Capital Management LLC - . As this capital searches for deal flow, the development of workforce and . EXPERTISE Oak Hill Capital Partners IV is a Private Equity Fund in Texas with $493.5M assets under management, with a minimum investment of $10M. . In equity, the complaint contends that the individual defendants and Oak Hill In March 2017, Oak Hill Capital Partners bought Checkers Drive-In Restaurants Inc. from Sentinel Capital Partners in a deal valued at $525 million. 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. They have performed at a very high level and achieved premier status in wealth management. 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 Adam Nankervis Robert Bass, who was an early investor in leveraged buyouts in the 1980s and employed David Bonderman and Jim Coulter the founders of Texas Pacific Group, is the lead investor in Oak Hill Capital Partners. ", 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. For over 30 years and across multiple credit cycles, OHAs team of professionals has collaborated to successfully navigate the high yield credit, leveraged loan, structured products, distressed investment and private credit markets. 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. 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. Investment Mandates, Video PitchBooks & More! ", 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. - 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. Oak Hill Capital is a private equity firm managing funds with approximately $15 billion of initial capital commitments and co-investments since inception. 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. {"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. 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. Mercer Advisors also enhanced its referral relationships with Charles Schwab, E*TRADE, Fidelity Investments, and TD Ameritrade. 4 percent of the fund is owned by fund of funds. Compare against similar firms. Percentage of assets under management,Performance-based fees,ADDITIONAL FEES AS DISCUSSED IN FORM ADV PART 2A: . For more information, please visit: www.oakhill.com, Genstar 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.--( Oak Hill Capital is a private equity firm managing funds with over $16 billion of initial capital commitments and co-investments since inception. New Mountain Capital Acquires Zep Inc. Read. For more information, please visit: www.merceradvisors.com. UBS served as financial advisor and Paul, Weiss, Rifkind, Wharton & Garrison LLP served as legal counsel to Oak Hill Capital on the transaction. 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., 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. We have constructed a global and diverse investor base for OHCP V, including more than 100 institutional limited partners from 25 countries, representing leading endowments and foundations, public and corporate pension plans, sovereign wealth funds, insurance companies, financial institutions, consultants, and family offices.". . Robert Bass is the lead investor. Public filings of Oak Hill Capital Management Partners LP raised by Oak Hill Capital Management LLC. This website uses cookies to improve your experience. Oak Hill Capital Partners is a private equity firm headquartered in New York City, with more than $19 billion of committed capital from entrepreneurs, endowments, foundations, corporations, pension funds and global financial institutions. Over the past 35 years, Oak Hill. A history of partnering with proven . Oaktree Capital Management is an American global asset management firm specializing in alternative investment strategies. creating value in middle-market companies. Learn how and when to remove this template message, "Oak Hill Capital Partners | Oak Hill Capital Partners to Sell Wave Broadband for $2.365 Billion", "Bill Gates and Phil Knight invest in new Oak Hill fund - Taipei Times", Investcorp to complete $1.43 billion Berlin Packaging sale to Oak Hill in October, "Oak Hill Capital Partners to Acquire Safe Fleet", "Oak Hill Leads Recapitalization of VetCor", "VetCor Closes Recapitalization | Harvest Partners", Private investment in public equity (PIPE), Taxation of private equity and hedge funds, Private equity and venture capital investors, https://en.wikipedia.org/w/index.php?title=Oak_Hill_Capital_Partners&oldid=1147951375, Financial services companies established in 1986, Private equity firms of the United States, Privately held companies based in Connecticut, Articles needing additional references from April 2017, All articles needing additional references, Creative Commons Attribution-ShareAlike License 3.0, This page was last edited on 3 April 2023, at 06:06. Oak Hill Capital Partners Iii, L.P. is one of the larger private funds with 2.7 billion in assets. 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. Oak Hill Capital Management, LLC 65 East 55Th Street 32nd Floor New York, NY 10022 United States Phone: 212-527-8400 Fax: 212-527-8450 Website: http://www.oakhillcapital.com Main Email: jmills@oakhillcapital.com Overview of Oak Hill Capital Management Org. Oak Hill Capital Partners has closed its latest fund at about $3.8 billion, significantly higher than the fund's target. {"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}. Oak Hill Capital Partners (Bermuda), L.P. is one of the . Recent Transactions We are excited to continue as investors and look forward to further building Mercer Advisors in our new partnership with Oak Hill.. Oak Hill Capital Partners Iv (Onshore Tax Exempt), L.P. is a private equity fund operated by Oak Hill Capital Management, Llc and has approximately $130 million in assets. Since its inception in 1999, Lovell Minnick Partners has become a leader in their chosen space, raising $3.3 billion of committed capital from leading institutional investors including public and private pensions, insurance companies, endowments and foundations. 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. Through a dynamic blend of organic and inorganic growth, the business has rapidly achieved scale and established itself as a market-leading RIA with immense future potential. Led strategic planning and advised CEO on business reviews for $300B AUM wealth management firm. The firm was co-founded in 1995 by a group that had formerly worked together at the TCW Group starting in the 1980s. Our future is even brighter with Oak Hill being added as a strategic investor. Terms of the transaction were not disclosed.[6][7]. April 25, 2023. VC investors had several quarters of strong fundraising, and the industry started 2022 with about 2,900 active firms, $995 billion in assets under management, and $223 billion in dry powder (i.e., capital still to deploy to startups), which puts the industry in a good position to face potential headwinds on the horizon. In January 2018, Oak Hill Capital Partners acquired Safe Fleet from The Sterling Group. Mercer Advisors is one of the largest independent wealth managers in the U.S., serving clients with a focus on the mass affluent and high net-worth markets. Oral Surgery Management. from 8 AM - 9 PM ET. Mr. 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. To date, the firm has completed more than 50 portfolio company investments. We have enjoyed our collaboration with the Mercer Advisors management team for over a decade. D1 Capital Partners is a hedge fund with 41 clients and discretionary assets under management (AUM) of. Company Directory AUM Accelerator Program (designed for investment managers) Over 450K+ Industry Headlines, Posts and . It's also in CT vs. NY for Oak HIll, so I don't think there is 1 exact right decision. Oaktree Co-Chairman @HowardMarksBook will be among the speakers at @GUSteersCenter 's 2023 #RealEstate Luminary Series. AUSTIN, Texas-(BUSINESS WIRE)-Kestra Holdings, an industry-leading wealth management platform, today announced the recapitalization of its parent partnership as Oak Hill Capital takes over the minority equity position held by funds managed by Stone Point Capital, a partner of the firm since 2016.Warburg Pincus will remain the majority investor as it has been since 2019. Phone Number (203) 226-8346 Oak Investment Partners is a multi-stage venture capital and private equity firm. Motive Partners is a specialist private equity platform, combining Investors, Operators and Innovators, to build, back and buy the technology companies that enable the financial economy. For more information on Genstar, please visit: www.gencap.com. Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. The board, consisting of former students who provided exemplary leadership and service to the University during a period of accelerated growth and changes in the student body from, developed its mission to support campus-wide . 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. New Mountain Capital Partners with CenseoHealth and Advance Health. UBS served as financial advisor and Paul, Weiss, Rifkind, Wharton & Garrison LLP served as legal counsel to Oak Hill Capital on the transaction. Previously, Byerly served as Senior Vice President at Angel Oak Capital Advisors, an alternative credit investment management firm. Jessica joined 1315 Capital as Partner in 2022, bringing significant healthcare investing experience in growth stage companies. View the latest funds and 13F holdings. Dawn DoverKekst CNC917-349-5621[emailprotected], Cision Distribution 888-776-0942 Proven partners to middle market companies; experienced in a wide array of industries, transaction structures and levels of complexity . Robert Bass is the lead investor. Lovell 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 Capital is one of several Oak Hill partnerships, each of which has an independent management team. 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. New York. 16 percent of the fund is owned by fund of funds. Phone Number +1 212 527 8400. OHCP V also represents the largest amount of third-party capital that Oak Hill has raised in its 35-year history. 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. #SteersLuminaries bit.ly/luminaries2023. For more information, please visit: www.oakhill.com. Partnership-based approach. Oak Hill Capital Management Partners III, L.P. Founded in 1985, the firm advises funds with total assets under management of 60bn+ and makes. When typing in this field, a list of search results will appear and be automatically updated as you type. OAK CIRCLE CAPITAL PARTNERS LLC: PARENT: indirect: 2005-04-01: ALPHA4X ASSET . from 8 AM - 9 PM ET. Through a dynamic blend of organic and inorganic growth, the business has rapidly achieved scale and established itself as a market-leading RIA with immense future potential. 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. 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 . 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. Oak Hill Capital Partners is a private equity firm headquartered in New York City, with more than $19 billion of committed capital from entrepreneurs, endowments, foundations, corporations, pension funds and global financial institutions. Attentive Energy Partners with MRV Group to Launch State-wide Surveys to Gather Recommendations for Improved . 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 current minimum investment for Oak Hill Capital Partners (Bermuda), L.P. is $10000000. Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. Headquartered in Denver, Mercer Advisors is privately held, has over 370 employees, and operates nationally through 44 offices across the country. 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. Firm Details for OAK HILL CAPITAL MANAGEMENT, LLC, Location: New York, AUM = 10059070248.00, Last Form ADV Filed : 28-October-2022, Officers: SR WAREHOUSE LLC, W-ORACLE MANAGEMENT MIP SPLITTER L.P., WOLFRAM, TYLER, JON. Oak focuses on high-growth opportunities in the Information Technology, Internet and Consumer, Financial Services Technology, Healthcare Information and Services, and Clean Energy sectors. 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. Based in Denver, Mercer Advisors has a national footprint with 44 offices and over 370 employees. Oak Hill Capital Partners is a private equity firm with more than $8.2 billion of committed capital from leading entrepreneurs, endowments, foundations, corporations, pension funds and. 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. Headquartered in Denver, Mercer Advisors is privately held, has over 370 employees, and operates nationally through 44 offices across the country. Read. DENVER, Sept. 17, 2019 /PRNewswire/ --Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) exceeding $16.5 billion, announced today a recapitalization whereby Oak Hill Capital will acquire an equity stake in the company from current private equity owners Genstar Capital ("Genstar") and Lovell Minnick Partners. Goldman Sachs & Co. served as lead financial advisor, Moelis & Co. assisted as financial advisors, and Willkie Farr & Gallagher served as legal counsel to Mercer Advisors on the transaction. Portfolio Manager & Partner, Chief Executive Officer - BDCs. [2], Other investors include the Country of Singapore and Stanford University. Avantor Completes Acquisition of VWR. $6.7 billion in assets under management . The firm seeks to invest in business products, business services, consumer products, consumer services, financial services, healthcare, information technology, industrials . 1 The specific funds are defendants Oak Hill Capital Partners III, L.P., Oak Hill Capital Management Partners III, L.P., OHCP GenPar III, L.P., OHCP MGP Partners III, L.P., and OHCP MGP III, Ltd. Home Our Business Recent Transactions. 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. 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. Rank: 1097 . Since its inception in 1999, Lovell Minnick Partners has become a leader in their chosen space, raising $3.3 billion of committed capital from leading institutional investors including public and private pensions, insurance companies, endowments and foundations. Over the past 33 years, Oak. It seems like Silver Point is a bit of a grind, but maybe a better learning experience as a junior. Fund AUM and Sold ($) 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: 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. 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. Mercer Advisors is one of the largest independent wealth managers in the U.S., serving clients with a focus on the mass affluent and high net-worth markets. ACP Investment Group is a private investment firm focused on providing secondary liquidity solutions to investors, companies and private funds. Oak Hill Capital Partners offers investment management services. Oak Hill Capital Partners (Bermuda), L.P. is a private equity fund operated by Oak Hill Capital Management, Llc and has approximately $2.2 million in assets. Contact: Dawn . Total AUM: $1.4 billion. Over the past three-and-a-half years Mercer Advisors has completed 23 acquisitions that expanded its footprint, talent and expertise. Oak Hill Capital Partners V is a Private Equity Fund in Connecticut with $1.30 bn assets under management, with a minimum investment of $100.00 k. It has 92 beneficial owners.
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