Oak Hill, founded by Robert Bass . Motive . For more information, please visit: www.oakhill.com. Oak Hill Capital Partners Iii, L.P. is one of the larger private funds with 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. . For more information, please visit www.oakhill.com. Oak Hill Capital traces its roots to Texas billionaire Robert M. Bass's family office, and is led by managing partners Tyler Wolfram, Brian Cherry and Steve Puccinelli. The current minimum investment for Oak Hill Capital Partners Iv (Onshore), L.P. is $10000000. Experienced across a range of industries, transaction types and capital structures. In January 2018, Oak Hill Capital Partners acquired Safe Fleet from The Sterling Group. Portfolio Manager & Partner, Chief Executive Officer - BDCs. 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. We work together to perform better. 1 percent of the fund is owned by fund of funds. 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. For the avoidance of doubt, the strategies listed overlap and therefore figures do not sum to the total capital under management. Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Services, Industrials, Media & Communications, and Consumer. April 25, 2023. 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. Oak Hill Capital Partners offers investment management services. 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. They have performed at a very high level and achieved premier status in wealth management. 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. Data from SEC filing. 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. Senior Vice President, Strategic Planning. Total AUM: $1.4 billion. This decision refers to them collectively as "Oak Hill." 2 redemptions. 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. Compare against similar firms. It has 51 beneficial owners. Public filings of Oak Hill Capital Partners VI Offshore LP raised by Oak Hill Capital Management LLC. Tyler Wolfram, CEO & Managing Partner, said, "We are grateful for our Limited Partners' confidence, trust and conviction in our team and investment strategy. Track the AUM, funds, and holdings for Oak Hill Capital Management LLC over time. OHCP V also represents the largest amount of third-party capital that Oak Hill has raised in its 35-year history. 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. We wish the team continued success as the Company writes its next chapter," said Jeffrey Lovell, Co-Chairman of Lovell Minnick Partners. 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. 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. We work hard to see things others do not. Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Consumer, Retail & Distribution; Industrials; Media & Communications; and Services. 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.". This systematic and scalable approach spans our four core sectors. Percentage of assets under management,Performance-based fees,ADDITIONAL FEES AS DISCUSSED IN FORM ADV PART 2A: . 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 are excited to continue as investors and look forward to further building Mercer Advisors in our new partnership with Oak Hill.". Excludes non-discretionary capital. New Mountain Capital Acquires Zep Inc. Read. 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. 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. We are excited to continue as investors and look forward to further building Mercer Advisors in our new partnership with Oak Hill.. [2], Other investors include the Country of Singapore and Stanford University. By evaluating opportunities across the credit universe, OHAs investment teams have a broad perspective that positions OHA to capture both relative and absolute value across asset classes. On April 20, 2010 the company announced acquisition of Denver-based data center company ViaWest Inc. for an undisclosed amount. Oak Hill Capital Management LLC - . 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. Founded in 1985, the firm advises funds with total assets under management of 60bn+ and makes. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. 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. 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 . Assets Under Management: $37B+ Capital Raised: . 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. Oak Hill Advisors is a leading alternative investment firm with $57 B under management as of December 31, 2022 across performing and distressed credit related investments in North America, Europe and other geographies. 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. 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. Company Profile. Previously, Byerly served as Senior Vice President at Angel Oak Capital Advisors, an alternative credit investment management firm. "We have enjoyed our collaboration with the Mercer Advisors management team for over a decade. The firm conducts buyout investments targeting mid-market businesses in the consumer, retail, distribution, industrial, media, communications, and services sectors. The firm prefers to invest in growth-stage companies through buyouts. History Media Contacts:For Mercer Advisors and Genstar: Chris Tofalli Public Relations, Chris Tofalli 914-834-4334, For Oak Hill: KekstCNC, Jeremy Fielding[emailprotected], Cision Distribution 888-776-0942 Bloomberg has forecast ESG AUM [assets under management] to hit $53 trillion by 2025, or a third of global assets. We and our partners store and/or access information on a device, . 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. June 25, 2015. Mercer Advisors also enhanced its referral relationships with Charles Schwab, E*TRADE, Fidelity Investments, and TD Ameritrade. 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. In equity, the complaint contends that the individual defendants and Oak Hill Jessica joined 1315 Capital as Partner in 2022, bringing significant healthcare investing experience in growth stage companies. 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. A province in Spain is a territorial division defined as a collection of municipalities. Lovell Minnick Partners is a private equity firm focused on investments in the global financial services industry, including related technology and business services companies. For more information, please visit: www.oakhill.com. The firm was co-founded in 1995 by a group that had formerly worked together at the TCW Group starting in the 1980s. Oak Hill Capital Partners is a private equity firm managing funds from entrepreneurs, endowments, foundations, corporations, pension funds, and global financial institutions. 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. 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. About Genstar CapitalGenstar Capital is a leading private equity firm that has been actively investing in high quality companies for over 30 years. Oak Hill Capital Partners Iii, L.P. is one of the larger private funds with 2.7 billion in assets. Our future is even brighter with Oak Hill being added as a strategic investor. 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. As of March 31, 2022, the company managed $164 billion [4] for its clientele. 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. Robert Bass is the lead investor. creating value in middle-market companies. Assisting 8minute Solar Energy to secure incidental take permits and related mitigation for four solar projects totaling more than 3,000 MW that, when . Oaktree Capital Management is an American global asset management firm specializing in alternative investment strategies. November 21, 2017. 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)
oak hill capital partners aum