O2 Investment Partners, L.P.
● SEC registered since 2020CRD 291435SEC# 801-119161Bloomfield Hills, MI
Ranks #2,298 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.81B
Fund GAV
$1.81B
Private funds
13
Employees
30
Accounts
13
Location
Bloomfield Hills, MI
O2 Investment Partners, L.P. assets under management
O2 Investment Partners, L.P. is a registered investment adviser overseen by the SEC based in Bloomfield Hills, MI. The firm has been registered since 2020. It reports $1.8 billion in regulatory assets under management and employs 30 people. O2 Investment Partners, L.P. manages 13 private funds with combined gross assets of $1.8 billion, including O2 Investment Partners Fund V-A, L.P. By regulatory assets, it ranks 2,298 of 6,004 private fund managers.
O2 Investment Partners, L.P. private funds
13 funds · $1.81B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| O2 Investment Partners Fund V-A, L.P. | Private Equity | $430.2M | $10M |
| O2 Investment Partners Fund Iv-A, L.P. | Private Equity | $258.9M | $10M |
| O2 Investment Partners Fund III, L.P | Private Equity | $245.5M | $2M |
See all 13 funds — unlock the full record.
Join to unlock · $37/moO2 Investment Partners, L.P. owners & executives
3 reported| 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 | Over 75% | 2022 |
| Todd Michael Fink | General Partner And Limited Partner | Under 5% | 2022 |
Frequently asked questions
How much does O2 Investment Partners, L.P. manage?
O2 Investment Partners, L.P. reports $1.8 billion in regulatory assets under management on its Form ADV.
How many private funds does O2 Investment Partners, L.P. manage?
O2 Investment Partners, L.P. manages 13 private funds with combined gross assets of $1.8 billion.
How many employees does O2 Investment Partners, L.P. have?
O2 Investment Partners, L.P. reports 30 employees.
Where is O2 Investment Partners, L.P. located?
O2 Investment Partners, L.P. is based in Bloomfield Hills, MI and has been SEC-registered since 2020.
Does O2 Investment Partners, L.P. disclose fund performance?
O2 Investment Partners, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.81B▲ 55%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
AUM vs fund managersTop 38%
Larger than 62% of 6,004 private-fund managers
Number of fundsTop 19%
More funds than 81% of fund managers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$1.81Bregulatory AUM
Discretionary $1.81B