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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) |
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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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Sterling Fund Management LLC
✚
|
IL | 1.1 |
Gerchen Capital Management LLC
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|
IL | 1.1 |
The Stagwell Group LLC
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FL | 1.1 |
ASBG LLC
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|
NY | 1.1 |
Newstone Capital Partners LLC
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|
TX | 1.1 |
Angeles Equity Partners LLC
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|
CA | 1.1 |
Capital Z Partners Management LLC
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|
FL | 1.1 |
WM Partners LP
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|
FL | 1.1 |
Pacific Avenue Capital Partners Management Company LLC
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|
CA | 1.1 |
TAC Partners Inc
✚
|
MA | 1.1 |