Brook Scardina serves as a Managing Partner of Capital Markets & Investments for Michigan-based Oak Real Estate Partners (affiliate of Red Oak Capital). We are excited to continue as investors and look forward to further building Mercer Advisors in our new partnership with Oak Hill.". Oak Hill Capital Investment Management New York, New York 2,499 followers A private equity firm focused on North American middle-market buyouts Oak Hill Advisors Senior Partners Office New York London Hong Kong Sydney Fort Worth San Francisco Luxembourg Glenn R. August Founder & Chief Executive Officer Glenn R. August has overall management responsibility for OHA and serves as global head of the firm's distressed investment activities. [5] No value of the deal was mentioned. Oak Hill Capital Partners VI Onshore LP: 0.0: 229.5: PE: Ohcmp III BC Ro S LP: 2022-03-29 0.0: PE: OHCP III BC RO-2 LP: 2022-03-29 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. Bloomberg has forecast ESG AUM [assets under management] to hit $53 trillion by 2025, or a third of global assets. Terms of the transaction were not disclosed.[6][7]. Fox and CNN dropped Tucker Carlson and Don Lemon, earnings are outperforming pessimistic estimates, hedge funds are shorting treasuries, LVMH surpassed a $500B market cap, China guided banks to cut deposit rates, and 48% of US voters support a TikTok ban. Excludes non-discretionary capital. 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. The current minimum investment for Oak Hill Capital Partners Iv (Onshore Tax Exempt), L.P. is $10000000. For more information, please visit: www.oakhill.com, Genstar Capital is a leading private equity firm that has been actively investing in high quality companies for over 30 years. . 4 percent of the fund is owned by fund of funds. Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Consumer, Retail & Distribution; Industrials; Media & Communications; and Services. Oak Hill Capital Partners Iv (Onshore Tax Exempt), L.P. is a private equity fund operated by Oak Hill Capital Management, Llc and has approximately $130 million in assets. News; Wikipedia; The Associated Press 2023-04-28: TRENTON, N.J.--( Oak Hill Capital Partners offers investment management services. The current minimum investment for Oak Hill Capital Partners Iii, L.P. is $10000000. Oak Hill Capital is a private equity firm managing funds with approximately $15 billion of initial capital commitments and co-investments since inception. April 25, 2023. The firm conducts buyout investments targeting mid-market businesses in the consumer, retail, distribution, industrial, media, communications, and services sectors. 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. OHA employs a highly rigorous, fundamental, value-based approach to credit investingthat seeks to generate strong performance through a focus on downside protection and active management. New York, NY 10017 ACP Investment Group is a private investment firm focused on providing secondary liquidity solutions to investors, companies and private funds. Mr. 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. About Oak Hill Capital PartnersOak Hill Capital is a private equity firm managing funds with over $16 billion of initial capital commitments and co-investments since inception. Portfolio Manager & Partner, Chief Executive Officer - BDCs. They have performed at a very high level and achieved premier status in wealth management. Organized . For more information on Genstar, please visit: www.gencap.com. Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Consumer, Retail & Distribution; Industrials; Media & Communications; and Services. creating value in middle-market companies. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}, {"uid": 51990304, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}, (a) Individuals (other than high net worth individuals), (b) Individuals (high net worth individuals), (i) State or municipal government entities, (l) Sovereign wealth funds and foreign official institutions, (m) Corporations or other businesses not listed above. 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. New York, NY. Direct links to the EDGAR source material. Oak Hill Capital Partners Iii, L.P. Overview Fund Type: private equity Private Fund ID: 805-4667680538 Fund Manager: Oak Hill Capital Management, Llc (Crd# 136656) Registered Location: Cayman Islands Total Assets: $2.7 billion Established in 1985, Mercer Global Advisors Inc. (Mercer Advisors) is a total wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. The University of Alabama established the Division of Community Affairs Board of Advisors (BOA) in 2016. Adam Nankervis Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. 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) New Mountain Capital Acquires Zep Inc. Read. . The current minimum investment for Oak Hill Capital Partners (Bermuda), L.P. is $10000000. Oak Hill, founded by Robert Bass . November 21, 2017. 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. Our mission is to generate attractive returns over the long term, in a manner that makes our partners proud. ", Tony Salewski, Managing Director of Genstar, said, "We are extremely gratified by the success of Mercer Advisors, having worked with management to create a strategic wealth management platform that delivers a truly integrated and robust client experience. OHA has $56 B under management. (212) 326-1500, Copyright 2023 Oak Hill Advisors L.P. All Rights Reserved. Fund AUM and Sold ($) 90 72 54 36 18 0 2011 2015 2019 2023: Fund Details; Director: OHCP GenPar VI LP: Custodian: Bank of America NA: Auditor: KPMG LLP: For more information, please visit: www.merceradvisors.com. 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. 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. In that span, Mercer Advisors invested heavily in enhancing its services for clients including the expansion of its investment offerings, significantly adding talent and expertise to its estate and tax planning teams, and extending its regional office footprint to over 40 regional offices. Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. 1 percent of the fund is owned by fund of funds. Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Services, Industrials, Media & Communications, and Consumer. Oak Hill Capital Partners is a private equity firm with more than $8.2 billion of committed capital from leading entrepreneurs, endowments, foundations, corporations, pension funds and. Advised Oak Hill Advisors on an innovative $500m sustainable forestry joint venture with Bluesource targeting the purchase of one million acres of woodland for the generation of carbon offsets. If you know you want to be investing in credit, I would choose either Silver Point or Oak Hill. Under Genstars and Lovell Minnicks ownership since Genstars original investment in 2015, Mercer Advisors AUM has grown dramatically, driven by addition of new client assets and acquisitions of other advisory firms from less than $5.8 billion in AUM to over $16.5 billion in AUM. Dawn DoverKekst CNC917-349-5621[emailprotected], Cision Distribution 888-776-0942 Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. Based in Denver, Mercer Advisors has a national footprint with 44 offices and over 370 employees. BoardMembers. Phone Number (203) 226-8346 Oak Investment Partners is a multi-stage venture capital and private equity firm. Avantor Completes Acquisition of VWR. In that span, Mercer Advisors invested heavily in enhancing its services for clients including the expansion of its investment offerings, significantly adding talent and expertise to its estate and tax planning teams, and extending its regional office footprint to over 40 regional offices. When typing in this field, a list of search results will appear and be automatically updated as you type. June 25, 2015. A province in Spain is a territorial division defined as a collection of municipalities. . AUSTIN, Texas-(BUSINESS WIRE)-Kestra Holdings, an industry-leading wealth management platform, today announced the recapitalization of its parent partnership as Oak Hill Capital takes over the minority equity position held by funds managed by Stone Point Capital, a partner of the firm since 2016.Warburg Pincus will remain the majority investor as it has been since 2019. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}, {"uid": 51990309, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}, Aviditi Financial LLC, MPW Capital Advisors Ltd, UBS Securities LLC, Neuberger Berman East Asia Ltd, FPI GERA, ROAM Capital. ", 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. In thinking about how to fund the capital stack, I would be remiss if I did not again mention the enormous rise of capital that is focused on ESG right now. Dave Welling, Chief Executive Officer of Mercer Advisors, said, "Mercer Advisors' vision centers on our unconditional commitment to our clients and working collaboratively with them to create the best context possible for their Economic Freedom. 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. Total AUM: $130 million. You are here. For more information, please visit: www.merceradvisors.com, Oak Hill Capital is a private equity firm managing funds with approximately $15 billion of initial capital commitments and co-investments since inception. Home Our Business Recent Transactions. DENVER, Sept. 17, 2019 /PRNewswire/ --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. Rank: 1097 . Robert Bass is the lead investor. Direct links to the EDGAR source material. In January 2018, Oak Hill Capital Partners acquired Safe Fleet from The Sterling Group. D1 Capital Partners is a hedge fund with 41 clients and discretionary assets under management (AUM) of. She spent 9 years at Montreux Growth Partners, a healthcare growth capital firm based in San Francisco, most recently as Managing Director. Data from SEC filing. 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. New York. Oak Hill Capital Partners III, L.P. CIK # 0001417142: EDGAR Form CIK 2011 - 2022; 3 Attentive Energy Partners with MRV Group to Launch State-wide Surveys to Gather Recommendations for Improved . Since its inception, OHA has embraced a partnership approach to developing long term strategic relationships with its clients as well as borrowers and other market participants to address their evolving needs in creative ways. Oak Hill Capital Partners (Bermuda), L.P. is a private equity fund operated by Oak Hill Capital Management, Llc and has approximately $2.2 million in assets. SEC Filings include 13F quarterly reports, 13D/G events and more. 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. Founded in 1985, the firm advises funds with total assets under management of 60bn+ and makes. On April 20, 2010 the company announced acquisition of Denver-based data center company ViaWest Inc. for an undisclosed amount. Mercer Advisors also enhanced its referral relationships with Charles Schwab, E*TRADE, Fidelity Investments, and TD Ameritrade. Fund Manager: Oak Hill Capital Management, Llc (Crd# 136656), Private Funds Managed by Oak Hill Capital Management, Llc (25): Ohcp Iv Img Coi Lp, Oak Hill Capital Management Partners Bermuda Lp , Oak Hill Capital Management Partners Ii Cayman Lp , Oak Hill Capital Management Partners Ii Lp , Oak Hill Capital Management Partners Iii Lp , Oak Hill Capital Management Partners Lp , Oak Hill Capital Partners Bermuda Lp , Oak Hill Capital Partners Ii Cayman Ii Lp , Oak Hill Capital Partners Ii Cayman Lp , Oak Hill Capital Partners Ii Lp , Oak Hill Capital Partners Iii Aiv I Lp , Oak Hill Capital Partners Iii Aiv Ii Lp , Oak Hill Capital Partners Iii Lp , Oak Hill Capital Partners Iv Management Lp , Oak Hill Capital Partners Iv Offshore 892 Lp , Oak Hill Capital Partners Iv Offshore Lp , Oak Hill Capital Partners Iv Onshore Tax Exempt Lp , Oak Hill Capital Partners Iv Onshore Lp , Oak Hill Capital Partners Lp , Ohcp Dr Co Investors 2007 Llc , Ohcp Dr Co Investors 2009 Llc , Ohcp Dr Co Investors Llc , Ohcp Iii Bc Coi Lp , Ohcp Iii Fr Coi Lp , Ohcp Iii Hc Ro Lp. Oral Surgery Management. Oak Hill Capital is one of several Oak Hill partnerships, each of which has an independent management team. Recent Transactions For more information on Genstar, please visit: www.gencap.com.