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| O2 Investment Partners LP
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| CRD # | 291435 |
| SEC # | 801-119161 |
| CIK # | 0002046524, 0001820450 |
| AUM | $1.2 B (2025-04-29) |
| Employees | 26 (77% Investors, 0% Brokers) |
| Phone | 248-554-4209 |
| Address | 40900 Woodward Ave Bloomfield Hills, MI 48304-5116 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | O2 Investment Partners Fund IV-A LP | [2023-03-31] | 444.5 | 264.3 |
| PE | O2 Investment Partners Fund IV-B LP | [2023-03-31] | 444.5 | 37.7 |
| PE | O2 Investment Partners Fund IV-C LP | 2023-03-31 | 9.3 | |
| PE | O2 Investment Partners Fund IV LP | [2023-03-31] | 444.5 | 249.8 |
| PE | O2 SIB Co-Invest LLC | 2023-03-31 | 0.1 | |
| PE | O2 1 EH Investors LLC | 2022-03-29 | 33.7 | |
| PE | O2 Investment Partners Oxygen Fund II Co-Invest SPV LP | [2022-03-29] | 0.0 | 26.6 |
| PE | O2 VH Investors LLC | 2022-03-29 | 6.2 | |
| PE | O2/Alpha Intermediate Investors LLC | 2020-06-26 | 10.7 | |
| PE | O2 Investment Partners Fund III-A LP | 2020-06-26 | 226.1 | |
| 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 | 12 | 1,193.4 |
| (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 | 1,193.4 |
| By Discretionary | ||
| Discretionary | 12 | 1,193.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 1,193.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,193.4 | |
| Total | 12 | 1,193.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Luke Plumpton | 32 | ||
| Todd Fink | 14 | ||
| Jay Hansen | 5 | ||
| Robert Orley | 3 | ||
| Gregg Orley | 2 | ||
| Lawrence Lax | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001820450] | |
| D | [0002046524] |
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