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OAK HILL ADVISORS, L.P.
CRD 125352File 801-62894
APPROVED
Custody
Filing as of Jun 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$100.72B
Top 10% of cohort (national)
Discretionary AUM
$100.72B
Clients
141
184 accounts
Employees
435
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 25, 2004
- Principal office
- 1 VANDERBILT AVE, 16TH FLOOR, NEW YORK, NY, 10017
- Phone
- 212-326-1500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $100.72B
- Discretionary AUM
- $100.72B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 184
- Non-discretionary accounts
- 0
- Total accounts
- 184
- AUM per client
- $714.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | 10 | $6.94B |
| Insurance companies | 6 | $1.58B |
| Pooled investment vehicles | 100 | $77.59B |
| Pension and profit sharing plans | 20 | $8.33B |
| State or municipal government entities | 5 | $2.10B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — DIRECTORS FEES, TRANSACTION FEES, IN-HOUSE PROFESSIONAL COSTS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 152 | 141 | decreased by11 |
| Apr 1, 2026 | Employees | 420 | 435 | increased by15 |
| Apr 1, 2026 | Clients | 143 | 152 | increased by9 |
| Apr 1, 2026 | AUM | $86,346,178,204 | $100,716,569,239 | increased by$14,370,391,035 |
| Apr 1, 2026 | Accounts | 177 | 184 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 328 | 420 | increased by92 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 103 | 143 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $61,823,437,143 | $86,346,178,204 | increased by$24,522,741,061 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 134 | 177 | increased by43 |
| Apr 1, 2022 | Employees | 324 | 328 | increased by4 |
| Apr 1, 2022 | Clients | 102 | 103 | increased by1 |
| Apr 1, 2022 | AUM | $52,814,355,436 | $61,823,437,143 | increased by$9,009,081,707 |
| Apr 1, 2022 | Accounts | 132 | 134 | increased by2 |
| Mar 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OAK HILL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OAK HILL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.