OAK HILL REIT MANAGEMENT, LLC
CRD #137884 SEC #801-65885 NEWPORT BEACH, CA 949-975-0500
SEC Registered
Total AUM
$63.3M
Discretionary
$63.3M
Employees
10
Clients
--
Accounts
3
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 3, 2006
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALEXANDER, JAMES, NEWTON | I | DIRECTOR | NA | |
| ALEXANDER, JAMES, NEWTON | I | DIRECTOR | NA | |
| HEROLD, JOHN, DAVID | I | CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| HEROLD, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEROLD, JOHN, DAVID | I | CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| HEROLD, JOHN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JANES, WILLIAM, SARGENT | I | DIRECTOR | NA | |
| JANES, WILLIAM, SARGENT | I | DIRECTOR | NA | |
| MAYER, CHRISTOPHER, JOSEPH | I | DIRECTOR | NA | Control |
| MAYER, CHRISTOPHER, JOSEPH | I | DIRECTOR | NA | Control |
| FOSHEIM, JON, ARTHUR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| FOSHEIM, JON, ARTHUR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| OH REIT INVESTORS, L.P. | DE | MEMBER | C | Control |
| OH REIT INVESTORS, L.P. | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FW OAK HILL REIT INVESTORS GENPAR, LLC | DE | OH REIT INVESTORS, L.P. | F | Control |
| FW OAK HILL REIT INVESTORS GENPAR, LLC | DE | OH REIT INVESTORS, L.P. | F | Control |
| FW OH REIT GENPAR, LLC | DE | OAK HILL REIT FUND INVESTORS, L.P. | F | Control |
| FW OH REIT GENPAR, LLC | DE | FW OH REIT FUND INVESTORS, L.P. | F | Control |
| FW OH REIT GENPAR, LLC | DE | OAK HILL REIT FUND INVESTORS, L.P. | F | Control |
| FW OH REIT GENPAR, LLC | DE | FW OH REIT FUND INVESTORS, L.P. | F | Control |
| FW OH REIT FUND INVESTORS, L.P. | DE | OH REIT INVESTORS, L.P. | D | Control |
| FW OH REIT FUND INVESTORS, L.P. | DE | OH REIT INVESTORS, L.P. | D | Control |
| OAK HILL REIT FUND INVESTORS, L.P. | DE | OH REIT INVESTORS, L.P. | C | Control |
| OAK HILL REIT FUND INVESTORS, L.P. | DE | OH REIT INVESTORS, L.P. | C | Control |
Registrations
Federal
IA
Jan 3, 2006 REGISTERED
Notice Filings (1)
CA
Address
4400 MACARTHUR BOULEVARDSUITE 740
NEWPORT BEACH, CA 92660
USA
Phone: 949-975-0500