O2 Investment Partners, L.P.
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 291435
- Registered since
- July 27, 2020
- Website
- o2investment.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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