A complete list of active advisors currently associated with Oagh

Warmer can help you find a great advisor at Oagh or one who fits your needs even better.

OAGH, LLC is an independent investment management firm that provides ongoing portfolio management for pooled investment vehicles, corporations, endowments, foundations and similar institutional clients, and may also serve individuals, trusts and estates. The firm’s Form ADV discloses a $20,000 minimum account size and, as of February 4, 2021, reported no assets under management. OAGH constructs and manages allocations across cash, bonds, stocks, mutual funds and ETFs, exercising discretionary authority to select specific securities and employing fundamental, technical, quantitative and qualitative analysis with both long‑ and short‑term strategies. The brochure states fees are typically percentage‑of‑AUM (the stated schedule cites a 1.2% annual management fee billed quarterly) and describes negotiable fee arrangements that can include performance‑based compensation for “qualified clients.” Distinctive features in the disclosure include control of the firm by Karan Bhanot, a finance professor with a Ph.D., and explicit provisions for engaging sub‑advisers and structuring incentive fees tied to outperformance (the brochure gives an example of a 25% fee on gains above a benchmark). The firm also highlights operational practices such as quarterly client reporting, aggregation of orders for execution, and a general policy of not voting proxies for client accounts.

To learn more about the advisors currently working at Oagh, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.