Oak Hill Reit Management, LLC (Newport Beach)

Oak Hill Reit Management, LLC is a large advisory firm based in Newport Beach. It manages $63.25 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

Oak Hill Reit Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oak Hill Reit Management: assets under management

The assets under management (AUM) of Oak Hill Reit Management, LLC is $63.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $63.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.08 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oak Hill Reit Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Oak Hill Reit Management, LLC

William Sargent Janes has been acting as President since 1 Sep 2004. Christopher Joseph Mayer joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jon Arthur Fosheim	Chief executive officer	1 Sep 2004	50% - 75%	1050782
John David Herold	Chief operating officer/chief financial officer	1 Sep 2004	Other	2955387
William Sargent Janes	Director	1 Sep 2004	Other	5078669
James Newton Alexander	Director	1 Sep 2004	Other	2479627
L.P. Oh Reit Investors	Member	1 Sep 2004	25% - 50%	20-1714964
John David Herold	Chief compliance officer	1 May 2005	Other	2955387
Christopher Joseph Mayer	Director	1 Jun 2005	Other	5078672

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Fw Oak Hill Reit Investors Genpar	General partner	1 Sep 2004	Other	20-1714934
L.P. Oak Hill Reit Fund Investors	Limited partner	1 Jan 2005	25% - 50%	20-2046374
L.P. Fw Oh Reit Fund Investors	Limted partner	1 Jan 2005	50% - 75%	20-2007727
Llc Fw Oh Reit Genpar	General partner	1 Jan 2005	Other	20-2007638

Based in Newport Beach

The principal office where Oak Hill Reit Management, LLC performs its advisory services is located at 4400 Macarthur Boulevard, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-975-0500 or by fax 949-975-0551. The normal business hours are 6:30am - 5:00pm on Monday - Friday.