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| O2 Investment Partners LP
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| |
|---|---|
| CRD # | 291435 |
| SEC # | 801-119161 |
| CIK # | 0001820450 |
| AUM | $1.1 BB (2024-03-28) |
| Employees | 22 (82% Investors, 0% Brokers) |
| Phone | 248-554-4209 |
| Address | 40900 Woodward Ave Bloomfield Hills, MI 48304-5116 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | O2 Investment Partners Fund IV-A LP | [2023-03-31] | 444.5 | 212.5 |
| PE | O2 Investment Partners Fund IV-B LP | [2023-03-31] | 444.5 | 30.3 |
| PE | O2 Investment Partners Fund IV-C LP | 2023-03-31 | 7.5 | |
| PE | O2 Investment Partners Fund IV LP | [2023-03-31] | 444.5 | 201.1 |
| PE | O2 SIB Co-Invest LLC | 2023-03-31 | 0.4 | |
| PE | O2 1 EH Investors LLC | 2022-03-29 | 38.5 | |
| PE | O2 Investment Partners Oxygen Fund II Co-Invest SPV LP | [2022-03-29] | 0.0 | 23.8 |
| PE | O2 VH Investors LLC | 2022-03-29 | 27.5 | |
| PE | O2/Alpha Intermediate Investors LLC | 2020-06-26 | 10.7 | |
| PE | O2 Investment Partners Fund III-A LP | 2020-06-26 | 219.4 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 1,086.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 1,086.7 |
| By Discretionary | ||
| Discretionary | 12 | 1,086.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 1,086.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,086.7 | |
| Total | 12 | 1,086.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Luke Plumpton | 29 | ||
| Todd Fink | 14 | ||
| Jay Hansen | 5 | ||
| Robert Orley | 3 | ||
| Gregg Orley | 2 | ||
| Lawrence Lax | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001820450] |
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