We take ownership, embrace change, and add value. This systematic and scalable approach spans our four core sectors. 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. For more information, please visit: www.oakhill.com. 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. Financial Knowledge | Healthcare Experience | 1315 Capital SEC Filings include 13F quarterly reports, 13D/G events and more. 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. 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ULI Roundtable Discusses Innovative Financing Strategies for Affordable DENVER, September 17, 2019 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. Oak Hill Capital Partners III, L.P. CIK # 0001417142: EDGAR Form CIK 2011 - 2022; 3 Compare against similar firms. Percentage of assets under management,Performance-based fees,ADDITIONAL FEES AS DISCUSSED IN FORM ADV PART 2A: . For more information on Genstar, please visit: www.gencap.com. 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. 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. 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. . The deep continuity of OHAs senior management team has enabled a consistent investment philosophy, process and a strong culture whichwe believe contributes to attractive performance. 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. 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. When typing in this field, a list of search results will appear and be automatically updated as you type. They have performed at a very high level and achieved premier status in wealth management. Contact: Dawn . Track the AUM, funds, and holdings for Oak Hill Capital Management LLC over time. Read. Experienced across a range of industries, transaction types and capital structures. Oak Hill Capital Partners Iv (Onshore), L.P. - Fund Data 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. 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. 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." Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. D1 Capital Partners is a hedge fund with 41 clients and discretionary assets under management (AUM) of. Type: Limited Liability Company Registration Country: United States 0 SEC#: 801-64749 The firm seeks to invest in business products, business services, consumer products, consumer services, financial services, healthcare, information technology, industrials . Language links are at the top of the page across from the title. 1 billion in the past five years. Oak Hill Capital Investment Management New York, New York 2,499 followers A private equity firm focused on North American middle-market buyouts Kestra Holdings Announces Recapitalization as Oak Hill Capital Joins Rank: 9179 out of 30967 registered . EXPERTISE 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. Oak Hill Capital Partners to Acquire Safe Fleet - Safe Fleet Led strategic planning and advised CEO on business reviews for $300B AUM wealth management firm. Oral Surgery Management. We wish the team continued success as the Company writes its next chapter," said Jeffrey Lovell, Co-Chairman of Lovell Minnick Partners. Oaktree Capital Management - Wikipedia History 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. When typing in this field, a list of search results will appear and be automatically updated as you type. Oak Hill Capital Partners Iii, L.P. is one of the larger private funds with 2.7 billion in assets. Assisting 8minute Solar Energy to secure incidental take permits and related mitigation for four solar projects totaling more than 3,000 MW that, when . 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. The Firm invests on . Over the past three-and-a-half years Mercer Advisors has completed 23 acquisitions that expanded its footprint, talent and expertise. 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. Oak Hill Capital Management LLC | AUM 13F 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. 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.". 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. Oak Hill Capital Investor Profile: Portfolio & Exits | PitchBook Oak focuses on high-growth opportunities in the Information Technology, Internet and Consumer, Financial Services Technology, Healthcare Information and Services, and Clean Energy sectors. Terms of the transaction were not disclosed.[6][7]. Mercer Advisors also enhanced its referral relationships with Charles Schwab, E*TRADE, Fidelity Investments, and TD Ameritrade. Oak Hill, founded by Robert Bass . 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. Headquartered in Denver, Mercer Advisors is privately held, has over 370 employees, and operates nationally through 44 offices across the country. Oak Hill Capital Partners Iii, L.P. - Fund Data Oaktree Capital Management is a leader among global investment managers specializing in alternative investments. Partnership-based approach. Oak Hill Capital is one of several Oak Hill partnerships, each of which has an independent management team. . 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. 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. 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. Stonyrock acquires economic interests in firms that manage strategies across asset classes, including private equity, credit, hedge funds, real estate, venture, and infrastructure. Oak Hill Capital Partners offers investment management services. Checkers gains added $20M investment from Oak Hill Capital | Nation's Mercer Advisors Selects Oak Hill Capital as Strategic Partner As Part NEW YORK and CHICAGO, Aug. 25, 2014 /PRNewswire/ -- Oak Hill Capital Partners (" Oak Hill "), a leading private equity firm, announced today that it has entered into a . from 8 AM - 9 PM ET. Company Directory AUM Accelerator Program (designed for investment managers) Over 450K+ Industry Headlines, Posts and . 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. - 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. Read. Luis Miguel Ochoa - Stanford University - LinkedIn Oak Hill Capital Partners III, L.P. | AUM 13F 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. Oak Hill Capital Partners has closed its latest fund at about $3.8 billion, significantly higher than the fund's target. 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. [3]. About Oaktree. Excludes non-discretionary capital. It's also in CT vs. NY for Oak HIll, so I don't think there is 1 exact right decision. 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. Brookfield Completes Transition of Non-traded REIT from Oaktree The partnership with OHCP is a continuation of Wafra's strategy of acquiring minority interests in established alternative asset management firms by utilizing a unique partnership-based approach.. 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. Phone Number (203) 226-8346 Oak Investment Partners is a multi-stage venture capital and private equity firm. 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. Recent Transactions For the avoidance of doubt, the strategies listed overlap and therefore figures do not sum to the total capital under management. 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. 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 Hill Capital Management LLC - . 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 In the Court of Chancery of The State of Delaware Jefferies Nears Deal to Sell its Oak Hill Capital Stake to Kuwait