{"url":"https://nivawealth.com/firms/oak-hill-capital-management-136656","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/136656","regulatoryAum":13928883994,"crd":"136656","secFileNumber":"801-64749","legalName":"Oak Hill Capital Management, LLC","displayName":"Oak Hill Capital Management","website":"http://www.oakhillcapital.com","linkedinUrl":"http://www.linkedin.com/company/oakhillcapitalpartners/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"65 East 55th Street, 32nd Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10022"},"tradeNames":["Oak Hill Capital Partners"],"registration":{"secApproved":"3 October 2005","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":52,"advisory":34,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":13928883994,"discretionaryAccounts":35,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":51,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":35,"regulatoryAum":13928883994}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Oak Hill Capital Management has custody of $13.93B for 35 clients.","otherCustodians":[],"leadership":[{"name":"Christopher Taylor","title":"Chief Financial Officer","crd":"6598779"},{"name":"Allan Kahn","title":"Chief Compliance Officer","crd":"6743878"},{"name":"Allan Kahn","title":"General Counsel","crd":"6743878"},{"name":"Christopher Taylor","title":"Chief Administrative Officer","crd":"6598779"}],"ownership":[{"label":"Ohcm Management, L.P.","detail":"Managing member in the 75% or more ownership band and a control person, since July 2005."},{"label":"W-Oracle Management Mip Splitter L.P.","detail":"Member in the 10% to 25% ownership band, since September 2022."},{"label":"Tyler Wolfram","detail":"Indirect owner: a member of Ohcm Management GP, LLC in the 25% to 50% band and a control person, since October 2019. Also a partner of Ohcm Management, L.P. in the 25% to 50% band and a control person, since October 2019.","parent":"Ohcm Management GP, LLC"},{"label":"Ohcm Management GP, LLC","detail":"Indirect owner: general partner of Ohcm Management, L.P. and a control person, since October 2019.","parent":"Ohcm Management, L.P."},{"label":"Steven Puccinelli","detail":"Indirect owner: a member of Ohcm Management GP, LLC in the 25% to 50% band and a control person, since October 2019.","parent":"Ohcm Management GP, LLC"},{"label":"WSH GP LLC","detail":"Indirect owner: general partner of W-Oracle Management Mip Splitter L.P. and a control person, since September 2022. Also general partner of Wafra Strategic Holdings LP and a control person, since March 2020.","parent":"W-Oracle Management Mip Splitter L.P."},{"label":"WSH-Oracle (S) LLC","detail":"Indirect owner: a limited partner of W-Oracle Management Mip Splitter L.P. in the 75% or more band and a control person, since September 2022.","parent":"W-Oracle Management Mip Splitter L.P."},{"label":"WSH-GP LLC","detail":"Indirect owner: manager of WSH-Oracle (S) LLC and a control person, since August 2022.","parent":"WSH-Oracle (S) LLC"},{"label":"WSH-Oracle (B) LLC","detail":"Indirect owner: a member of WSH-Oracle (S) LLC in the 50% to 75% band and a control person, since August 2022.","parent":"WSH-Oracle (S) LLC"},{"label":"WSH Oracle Holdings LTD","detail":"Indirect owner: a member of WSH-Oracle (S) LLC in the 25% to 50% band and a control person, since August 2022.","parent":"WSH-Oracle (S) LLC"},{"label":"Wafra Strategic Holdings LP","detail":"Indirect owner: a managing member of WSH-Oracle (B) LLC in the 75% or more band and a control person, since August 2022. Also a shareholder of WSH Oracle Holdings LTD in the 75% or more band and a control person, since August 2022.","parent":"WSH-Oracle (B) LLC"},{"label":"The Public Institution for Social Security","detail":"Indirect owner: a limited partner of Wafra Strategic Holdings LP in the 75% or more band and a control person, since March 2020.","parent":"Wafra Strategic Holdings LP"},{"label":"Government of Kuwait","detail":"Indirect owner: a sole owner of The Public Institution for Social Security in the 75% or more band and a control person, since January 1990.","parent":"The Public Institution for Social Security"},{"label":"Scott Baker","detail":"Indirect owner: a member of Ohcm Management GP, LLC in the 25% to 50% band and a control person, since January 2024.","parent":"Ohcm Management GP, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"3000 Sand Hill RD","city":"Menlo Park"}]},{"state":"Connecticut","offices":1,"addresses":[{"street":"One Stamford Plaza, 263 Tresser BLVD.","city":"Stamford"}]},{"state":"New York","offices":1,"addresses":[{"street":"65 East 55th Street, 32nd Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-527-8400","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":35},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/136656/PDF/136656.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Oak Hill Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Oak Hill Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Oak Hill Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Oak Hill Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Oak Hill Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}