O2 INVESTMENT PARTNERS, L.P.
Adviser information for O2 INVESTMENT PARTNERS, L.P. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 22 |
|---|---|
| Investment Advisory/Research | 18 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 12 | $1.1B |
| Non-Discretionary | 0 | $0 |
| Total | 12 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 12 | $1.1B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
40900 WOODWARD AVESUITE #200
BLOOMFIELD HILLS
MI
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 248-554-4209, Fax: 248-540-7280
Chief Compliance Officer
JUDY WALLACE
CHIEF FINANCIAL OFFICER
40900 WOODWARD AVE, SUITE #200
BLOOMFIELD HILLS
MI
United States
Tel:
248-554-4209
J*******@***************M
(Full email address available in API data)
Regulatory Contact
ROBIN FLECK
VP FINANCE & ADMINISTRATION
40900 WOODWARD AVE.
SUITE 200
BLOOMFIELD HILLS
MI
United States
Tel:
248-554-4221
R*****@***************M
(Full email address available in API data)
Industry Affiliates
| O2 1 EH MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
| O2 INVESTMENT PARTNERS FUND III GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| O2 INVESTMENT PARTNERS FUND IV GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| O2 INVESTMENT PARTNERS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| O2 VH MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| O2 1 EH INVESTORS LLC | Private Equity Fund | $38.5M | $2.0M | 18 |
| O2 INVESTMENT PARTNERS FUND III-A, L.P. | Private Equity Fund | $219.4M | $10.0M | 15 |
| O2 INVESTMENT PARTNERS FUND III-B, L.P. | Private Equity Fund | $27.8M | $10.0M | 2 |
| O2 INVESTMENT PARTNERS FUND III, L.P | Private Equity Fund | $252.6M | $2.0M | 74 |
| O2 INVESTMENT PARTNERS FUND IV-A, L.P. | Private Equity Fund | $212.5M | $10.0M | 21 |
| O2 INVESTMENT PARTNERS FUND IV-B, L.P. | Private Equity Fund | $30.3M | $10.0M | 5 |
| O2 INVESTMENT PARTNERS FUND IV-C, L.P. | Private Equity Fund | $7.5M | $3.0M | 17 |
| O2 INVESTMENT PARTNERS FUND IV, L.P. | Private Equity Fund | $201.1M | $3.0M | 70 |
| O2 INVESTMENT PARTNERS OXYGEN FUND II CO-INVEST SPV, L.P. | Private Equity Fund | $23.8M | $2.0M | 66 |
| O2 INVESTMENT PARTNERS OXYGEN FUND, L.P. | Private Equity Fund | $45.2M | $2.0M | 69 |
| O2 SIB CO-INVEST, LLC | Private Equity Fund | $0.4M | $10.0M | 2 |
| O2 VH INVESTORS LLC | Private Equity Fund | $27.5M | $2.0M | 15 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Fink, Todd, Michael | Individual | – | GENERAL PARTNER AND LIMITED PARTNER | 07/2022 | 50-75% |
| WALLACE, JUDITH, THERESE | Individual | – | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | 10/2020 | < 5% |
| PLUMPTON, LUKE, KENYON | Individual | – | GENERAL PARTNER AND LIMITED PARTNER | 07/2022 | 50-75% |