O2 Investment Partners LP

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Assets, Funds, Holdings

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O2 Investment Partners LP
CRD #291435
SEC #801-119161
CIK #0001820450
AUM $1.1 BB (2024-03-28)
Employees 22 (82% Investors, 0% Brokers)
Phone248-554-4209
Address40900 Woodward Ave
Bloomfield Hills, MI 48304-5116
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
120096072048024002009201420192025
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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