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Oak Hill Capital Management

SEC-registered adviser since 2005New York, NYCRD 136656

$13.9B
AUM
35
Clients
See fees
Fee
34
Advisory staff

From Form ADV filed 30 March 2026 · data retrieved 15 October 2026SEC record

Oak Hill Capital Management is an investment adviser headquartered in New York, New York, and registered with the SEC since 2005. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management, performance-based fees and other arrangements. Ohcm Management, L.P. owns 75% or more of Oak Hill Capital Management.

Clients

Oak Hill Capital Management serves 35 clients. The average client has about $398 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles35 clients100%
Show client breakdown
Pooled investment vehicles
Clients
35
Regulatory AUM
$13,928,883,994
Share
100.0%
Avg. per client
$398.0M

Total

Clients
35
Regulatory AUM
$13,928,883,994
Share
100%
Avg. per client
$398.0M

What it does

Oak Hill Capital Management provides portfolio management for pooled vehicles. It is paid through a percentage of assets, performance-based fees and other arrangements.

Oak Hill Capital Management advises 35 private funds.

100.0% of assets ($13.93B across 35 accounts) are managed with discretion. 51% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Oak Hill Capital Management has custody of $13.93B for 35 clients.

Managed account assets by custodian
  • All other custodians$13.93B100%

Ownership and leadership

Ohcm Management, L.P. owns 75% or more of Oak Hill Capital Management.

Who owns the firm
Oak Hill Capital Management, LLC· the adviser

  • Ohcm Management, L.P.

    Control person · since July 2005

    Owns 75% or more of Oak Hill Capital Management, LLC

  • W-Oracle Management Mip Splitter L.P.

    since September 2022

    Owns 10% to 25% of Oak Hill Capital Management, LLC

Leadership

  • Christopher Taylor
    Chief Financial Officer
  • Allan Kahn
    Chief Compliance Officer
  • Allan Kahn
    General Counsel
  • Christopher Taylor
    Chief Administrative Officer

Staff

  • 52 employees
  • 34 in advisory functions

Fees

Oak Hill Capital Management is paid through a percentage of assets under management, performance-based fees and other.

Oak Hill Capital Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Oak Hill Capital Management has 2 offices, with 3 listed addresses across 3 states.

Listed office addresses by state

New York · 1 listed address

  • 65 East 55th Street, 32nd Floor, New YorkHQ

Other business names

Oak Hill Capital Management has reported 1 other business name to the SEC.

  • Oak Hill Capital Partners

Registration details

Legal name
Oak Hill Capital Management, LLC
Headquarters
65 East 55th Street, 32nd Floor, New York, NY 10022
Phone
212-527-8400
Website
www.oakhillcapital.com
SEC file
801-64749
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Oak Hill Capital Management have?

Oak Hill Capital Management has 35 clients and manages $13.9 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026

What services does Oak Hill Capital Management offer?

Oak Hill Capital Management provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Oak Hill Capital Management have?

Oak Hill Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 52 employees, and 34 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Oak Hill Capital Management?

Oak Hill Capital Management is owned through a chain of holding companies by Tyler Wolfram, Steven Puccinelli, WSH Oracle Holdings LTD, Government of Kuwait and Scott Baker. Its direct owners are Ohcm Management, L.P. (75% or more) and W-Oracle Management Mip Splitter L.P. (10% to 25%).

Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026

How does Oak Hill Capital Management get paid?

Oak Hill Capital Management is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 30 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 136656.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Oak Hill Capital Management, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.