O2 INVESTMENT PARTNERS, L.P.

RIASEC RegisteredEst. 2020
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$139M
Accounts
13
Employees
30
Advisory reps
3

Firm details

Headquarters
Bloomfield Hills, Michigan
CRD number
291435
Registered since
July 27, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

O2 Investment Partners, L.P. is a privately organized limited partnership that operates as a private equity fund manager focused on pooled investment vehicles for institutional investors. The firm is SEC-registered (since 2020) and owned by an individual principal. Its business model centers on sponsoring and acting as general partner or managing member of pooled funds; it charges both a percentage-of-assets fee and performance-based fees. O2 does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JUDITH WALLACE

    Chief Financial & Compliance OfficerCRD 7305725

Contacts

2 of 2
  • Todd Fink

    PartnerCRD 7041218

  • LUKE PLUMPTON

    Managing PartnerCRD 4417190

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Bloomfield Hills, MI

OAKLAND

Location

Bloomfield Hills, MI

Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
40900 Woodward Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth