DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
O•• H••• C•••••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Mar 30, 2012 · 27 filings
SEC status approved since Oct 3, 2005
RAUM
$14B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
52
34 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
35
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$14B as of Mar 30, 2026
Mar 30, 2012$8.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20120 then
Employees (5.A)52 as of Mar 30, 2026
Mar 28, 201350 then
Private funds35 as of Mar 30, 2026
Mar 30, 201221 then
RAUM -3.5% over the last fiscal year+2.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $398MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -3.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $14B, 35 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$14B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 35reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $14B for 35 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
75 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•• H••• C•••••• P••••••• V• ••••••••• L••• | Private Equity Fund | $2.3B | 100 | Mar 31, 2019 |
| O•• H••• C•••••• P••••••• V• ••••••••• L••• | Private Equity Fund | $1.6B | 244 | Mar 29, 2022 |
| O•• H••• C•••••• P••••••• V• ••••••••• L••• | Private Equity Fund | $1.3B | 95 | Mar 31, 2019 |
| O•• H••• C•••••• P••••••• I• ••••••••• L••• | Private Equity Fund | $1.0B | 198 | Mar 30, 2016 |
| O•• H••• C•••••• P••••••• V• •• 8•••• L••• | Private Equity Fund | $879M | 53 | Mar 31, 2023 |
| O•• H••• C•••••• P••••••• V• •••••••• 8•••• L••• | Private Equity Fund | $677M | 7 | Mar 31, 2019 |
| O•• H••• C•••••• P••••••• V• ••••••••• L••• | Private Equity Fund | $645M | 73 | Mar 29, 2022 |
| O••• I• B• S• L•••no longer reported | Private Equity Fund | $532M | 250 | Mar 29, 2022 |
| O••• I•• B• S• L•••no longer reported | Private Equity Fund | $515M | 239 | Mar 31, 2019 |
| O••• V• M• C••• L••• | Private Equity Fund | $515M | 41 | Mar 29, 2022 |
| O••• V• T• C••• L••• | Private Equity Fund | $412M | 11 | Mar 29, 2022 |
| O••• I• B• C•• R• L••• | Private Equity Fund | $404M | 2 | Mar 29, 2022 |
| O••• V• M• C•• ••••• L••• | Private Equity Fund | $401M | 32 | Mar 29, 2022 |
| O•• H••• C•••••• P••••••• V• ••••••• T•• E••••••• L••• | Private Equity Fund | $361M | 25 | Mar 31, 2019 |
| O•• H••• C•••••• P••••••• I• ••••••••• L••• | Private Equity Fund | $337M | 50 | Mar 30, 2016 |
| O••• I•• B• C•• S• L•••no longer reported | Private Equity Fund | $330M | 42 | Mar 31, 2019 |
| O••• I•• B• R• S• L•••no longer reported | Private Equity Fund | $285M | 23 | Mar 29, 2022 |
| O•• H••• C•••••• P••••••• V• ••••••••• L••• | Private Equity Fund | $268M | 6 | Mar 31, 2023 |
| O••• I• S• C••• L••• | Private Equity Fund | $267M | 21 | Mar 31, 2019 |
| O•• H••• C•••••• P••••••• I••• L•••no longer reported | Private Equity Fund | $251M | 252 | Mar 30, 2012 |
| O••• V• •• O•••••• F••••••• L••• | Private Equity Fund | $199M | 2 | Mar 31, 2023 |
| O•• H••• C•••••• P••••••• V• ••••••• F••••••• L••• | Private Equity Fund | $185M | 164 | Mar 30, 2020 |
| O••• I• B• R• L••• | Private Equity Fund | $178M | 29 | Mar 29, 2022 |
| O••• I• R•• C••• L••no longer reported | Private Equity Fund | $161M | 11 | Mar 30, 2012 |
| O••• I• M• R• L••• | Private Equity Fund | $160M | 38 | Mar 29, 2022 |
| O••• V• B• C••• L••• | Private Equity Fund | $160M | 16 | Mar 29, 2022 |
| O•• H••• C•••••• P••••••• I• ••••••• T•• E••••••• L••• | Private Equity Fund | $160M | 30 | Mar 30, 2016 |
| O••• V• G• C••• L••• | Private Equity Fund | $152M | 14 | Mar 30, 2021 |
| O••• V• M• C••• L••• | Private Equity Fund | $149M | 18 | Mar 28, 2024 |
| O•• H••• C•••••• P••••••• V• ••••••••• L••• | Private Equity Fund | $146M | 36 | Mar 31, 2019 |
| O••• V• G• I• C••• L••• | Private Equity Fund | $146M | 11 | Mar 29, 2022 |
| O••• V• O• C••• L••• | Private Equity Fund | $126M | 2 | Mar 31, 2023 |
| O••• I•• A•• C••• L•no longer reported | Private Equity Fund | $108M | 4 | Mar 30, 2012 |
| O••• V• F• C••• L••• | Private Equity Fund | $102M | 2 | Mar 29, 2022 |
| O•• H••• C•••••• P••••••• I• •••••••• 8•••• L••• | Private Equity Fund | $97.2M | 4 | Mar 30, 2016 |
| O•• H••• C•••••• P••••••• I• ••••••••• L••• | Private Equity Fund | $73.8M | 62 | Mar 30, 2016 |
| O••• V• B• C••••• L••• | Private Equity Fund | $60.1M | 2 | Mar 29, 2022 |
| O••• V• M• R• C••• L••• | Private Equity Fund | $52.0M | 15 | Mar 28, 2024 |
| O••• I• B• C•• S• L•••no longer reported | Private Equity Fund | $29.7M | 3 | Mar 29, 2022 |
| O•••• I•• B• S• L•••no longer reported | Private Equity Fund | $24.3M | 56 | Mar 31, 2019 |
Owners and control persons
Schedule A and B, latest filing
- K•••• A••••• I•••• · General Counselcontrolsince 02/2024 · owns less than 5%
- T•••••• C••••••••• M•••••• · Chief Administrative Officercontrolsince 01/2024 · owns less than 5%
- B••••• S••••• A•••••• · Membercontrolsince 01/2024 · owns F of O••• M••••••••• G•• L••
- C•••••• B••••• N••• · Membercontrolsince 10/2019 · owns 25% to 50% of O••• M••••••••• G•• L••
- P••••••••• S•••••• G••• · Membercontrolsince 10/2019 · owns 25% to 50% of O••• M••••••••• G•• L••
- W••••••• T••••• J•• · Membercontrolsince 10/2019 · owns 25% to 50% of O••• M••••••••• G•• L••
- W••••••• T••••• J•• · Partnercontrolsince 10/2019 · owns 25% to 50% of O••• M••••••••• L•••
Entity owners
- O••• M••••••••• L••• · Managing Memberdirect · owns 75% or more
- G••••••••• O• K••••• · Sole Ownerindirect · owns 75% or more of T•• P••••• I••••••••• F•• S••••• S•••••••
- O••• M••••••••• G•• L•• · General Partnerindirect · owns F of O••• M••••••••• L•••
- T•• P••••• I••••••••• F•• S••••• S••••••• · Limited Partnerindirect · owns 75% or more of W•••• S•••••••• H••••••• L•
- W•••• S•••••••• H••••••• L• · Managing Memberindirect · owns 75% or more of W••••••••• •• L••
- W•••• S•••••••• H••••••• L• · Shareholderindirect · owns 75% or more of W•• O••••• H••••••• L••
- W•• G• L•• · General Partnerindirect · owns F of W••••••• M••••••••• M•• S••••••• L•••
- W•• G• L•• · General Partnerindirect · owns F of W•••• S•••••••• H••••••• L•
- W•• O••••• H••••••• L•• · Memberindirect · owns 25% to 50% of W••••••••• •• L••
- W••••• L•• · Managerindirect · owns F of W••••••••• •• L••
- W••••••••• •• L•• · Memberindirect · owns 50% to 75% of W••••••••• •• L••
- W••••••••• •• L•• · Limited Partnerindirect · owns 75% or more of W••••••• M••••••••• M•• S••••••• L•••
- W••••••• M••••••••• M•• S••••••• L••• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- O••• B• G•••••• L•••investment adviserpooled vehicle sponsorn
- O••• G••••• I•• L•••investment adviserpooled vehicle sponsorn
- O••• G••••• V• L•••investment adviserpooled vehicle sponsorn
- O••• G••••• V•• L•••investment adviserpooled vehicle sponsorn
- O••• M• G•••••• L•••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Menlo Park, CA7 employees
- Stamford, CT6 employees
What changed
consecutive filings, newest first
- Accounts · 34 to 35Mar 28, 2025 to Mar 30, 2026
- Advisory employees · 35 to 34Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 34 to 35Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $14B to $14BMar 28, 2025 to Mar 30, 2026
- Employees · 46 to 52Mar 28, 2025 to Mar 30, 2026
- Private funds · 34 to 35Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $14B to $14BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $14B to $14BMar 28, 2025 to Mar 30, 2026
- RAUM · $14B to $14BMar 28, 2025 to Mar 30, 2026
- Accounts · 33 to 34Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 32 to 35Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 33 to 34Mar 28, 2024 to Mar 28, 2025
- Assets in custody · $13B to $14BMar 28, 2024 to Mar 28, 2025
- Employees · 51 to 46Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Private funds · 33 to 34Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $13B to $14BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $13B to $14BMar 28, 2024 to Mar 28, 2025
- RAUM · $13B to $14BMar 28, 2024 to Mar 28, 2025
- Accounts · 37 to 33Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 35 to 32Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 37 to 33Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $13B to $13BMar 31, 2023 to Mar 28, 2024
- Employees · 48 to 51Mar 31, 2023 to Mar 28, 2024
- Private funds · 37 to 33Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $13B to $13BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $13B to $13BMar 31, 2023 to Mar 28, 2024
- RAUM · $13B to $13BMar 31, 2023 to Mar 28, 2024
- Accounts · 54 to 37Oct 28, 2022 to Mar 31, 2023
- Advisory employees · 32 to 35Oct 28, 2022 to Mar 31, 2023
- Pooled vehicle clients · 54 to 37Oct 28, 2022 to Mar 31, 2023
- Assets in custody · $10B to $13BOct 28, 2022 to Mar 31, 2023
- Employees · 45 to 48Oct 28, 2022 to Mar 31, 2023
- Private funds · 54 to 37Oct 28, 2022 to Mar 31, 2023
- Discretionary RAUM · $10B to $13BOct 28, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $10B to $13BOct 28, 2022 to Mar 31, 2023
- RAUM · $10B to $13BOct 28, 2022 to Mar 31, 2023
- Accounts · 41 to 54Mar 30, 2021 to Mar 29, 2022
- Advisory employees · 24 to 32Mar 30, 2021 to Mar 29, 2022
- Pooled vehicle clients · 41 to 54Mar 30, 2021 to Mar 29, 2022
Signals
7 dated events
- Anthony Scott Baker (Member) appeared on Schedule A of O•• H••• C•••••• M••••••••• L••Mar 28, 2024 · Control person joined · fact
- Richard John Monsky (General Counsel/Vice President) no longer on Schedule A of O•• H••• C•••••• M••••••••• L•• (listed 2023-03-31, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- O•• H••• C•••••• M••••••••• L•• reported RAUM $13.1B, up 30% from $10.1B (2022-10-28 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Neal Brian Cherry (Member) appeared on Schedule A of O•• H••• C•••••• M••••••••• L••Nov 1, 2019 · Control person joined · fact
- Gary Steven Puccinelli (Member) appeared on Schedule A of O•• H••• C•••••• M••••••••• L••Nov 1, 2019 · Control person joined · fact
- T••••• J Crandall (Managing Member) no longer on Schedule A of O•• H••• C•••••• M••••••••• L•• (listed 2019-07-11, absent 2019-11-01)Nov 1, 2019 · Control person left · inference
- O•• H••• C•••••• M••••••••• L•• reported RAUM $7.7B, up 37% from $5.6B (2017-04-05 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- OAK Hill Advisors, L.P. · Family Officesshared cik · office
- O•• H••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- O•• H••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/oakhillcapitalpartnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- oakhill.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-527-8400reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026