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. is organized as a limited partnership and operates primarily as a private equity fund manager focused on institutional clients. The firm is SEC-registered (since 2014) and combines portfolio management for pooled investment vehicles with portfolio management for businesses and institutions. It also performs CPO/CTA activities and serves as sponsor/general partner on pooled vehicles. Compensation typically blends a percentage-of-AUM charge with performance-based fees. OEP identifies as an active ESG investor.
Assets & Accounts
Public Holdings
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
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 6
James 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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