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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 22 -4.35%
of those in investment advisory functions 18 5.88%
Registration SEC, Approved, 07/27/2020
Other registrations (1)
Former registrations

O2 INVESTMENT PARTNERS, LLC

AUM* 1,086,670,124 -5.20%
of that, discretionary 1,086,670,124 -5.20%
Private Fund GAV* 1,086,670,124 -5.20%
Avg Account Size 90,555,844 -5.20%
SMA’s No
Private Funds 12
Contact Info 248 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1B 983M 819M 655M 491M 328M 164M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count12 GAV$1,086,670,124

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