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| O2 Investment Partners LP
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|---|---|
| CRD # | 291435 |
| SEC # | 801-119161 |
| CIK # | 0001820450, 0002046524 |
| AUM | 1,807.3 M (2026-04-29) |
| Employees | 30 (77% Investors, 0% Brokers) |
| Phone | 248-554-4209 |
| Address | 40900 Woodward Ave Bloomfield Hills, MI 48304-5116 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | O2 Investment Partners Fund V-A LP | [2026-03-31] | 430.2 M | |
| Filed 2025-12-11 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | O2 Investment Partners Fund V-B LP | [2026-03-31] | 230.2 M | |
| Filed 2025-12-11 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | O2 Investment Partners Fund V LP | [2026-03-31] | 13.5 M | |
| Filed 2026-02-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | O2 Investment Partners Fund IV-A LP | [2023-03-31] | 444.5 M | 258.9 M |
| Offered $444,475,000 · Filed 2023-04-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | O2 Investment Partners Fund IV-B LP | [2023-03-31] | 444.5 M | 36.9 M |
| Offered $444,475,000 · Filed 2023-04-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | O2 Investment Partners Fund IV-C LP | 2023-03-31 | 9.0 M | |
| PE | O2 Investment Partners Fund IV LP | [2023-03-31] | 444.5 M | 244.2 M |
| Offered $444,475,000 · Filed 2023-04-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | O2 SIB Co-Invest LLC | 2023-03-31 | 0.1 M | |
| PE | O2 1 EH Investors LLC | 2022-03-29 | 42.5 M | |
| PE | O2 Investment Partners Oxygen Fund II Co-Invest SPV LP | [2022-03-29] | 21.7 M | |
| Offered $100,000,000 · Filed 2016-06-16 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $2,000,000 · Remaining $100,000,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 13 | 1,807.3 |
| (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 | 13 | 1,807.3 |
| By Discretionary | ||
| Discretionary | 13 | 1,807.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 1,807.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,807.3 | |
| Total | 13 | 1,807.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Luke Plumpton | Executive Officer | 42 | 2 | |
| Todd Fink | Executive Officer | 14 | 2 | |
| Jay Hansen | Executive Officer | 5 | 2 | |
| Robert Orley | Executive Officer | 3 | 2 | |
| Gregg Orley | Executive Officer | 2 | 1 | |
| Lawrence Lax | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001820450] | |
| D | [0002046524] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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