OEP CAPITAL ADVISORS, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 173626
- Registered since
- December 1, 2014
- Website
- www.oneequity.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.57%
- Banking / Thrift Institutions0.43%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
OEP Capital Advisors, L.P. operates as a privately structured investment manager focused on pooled, alternative-oriented strategies. The firm is organized as a limited partnership and has been SEC-registered since 2014. Its client base is institutional, and its compensation blends asset-based fees with performance fees. OEP serves as an adviser and sponsor/GP to pooled vehicles, and it also performs portfolio management for businesses and institutions. The firm is active on ESG considerations and is registered as a commodity pool operator/commodity trading advisor (CPO/CTA) for relevant activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities100%
Owners & executives
2 of 2Olga Koopman
Chief Compliance OfficerCRD 8224186
JESSICA MARION
Partner & Chief Financial OfficerCRD 6415289
Contacts
3 of 6JAMES KOVEN
PartnerCRD 6447987
JAMES CHERRY
PartnerCRD 6447989
JOSEPH HUFFSMITH
Managing DirectorCRD 4675869
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 510 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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