| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| O2 Investment Partners Fund III, L.P | Private Equity | $265.5M | $2M |
| O2 Investment Partners Fund Iv-A, L.P. | Private Equity | $264.3M | $10M |
| O2 Investment Partners Fund IV, L.P. | Private Equity | $249.8M | $3M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Judith Therese Wallace Control | Chief Compliance Officer And Chief Financial Officer | Under 5% | 2020 |
| Luke Kenyon Plumpton Control | General Partner And Limited Partner | 50-75% | 2022 |
| Todd Michael Fink Control | General Partner And Limited Partner | 50-75% | 2022 |
O2 Investment Partners, L.P. reports $1.2 billion in regulatory assets under management on its Form ADV.
O2 Investment Partners, L.P. manages 12 private funds with combined gross assets of $1.2 billion.
O2 Investment Partners, L.P. reports 26 employees.
O2 Investment Partners, L.P. is based in Bloomfield Hills, MI and has been SEC-registered since 2020.
O2 Investment Partners, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 40900 Woodward Ave, Suite #200, Bloomfield Hills, MI 48304-5116 |
| Phone | 248-554-4209 |
| Fax | 248-540-7280 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1820450 |
| Discloses disciplinary history | No |
| Discretionary | $1.19B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.19B |