OEP Capital Advisors, L.P.

RIASEC RegisteredEst. 2014
Total AUM
$15.7B
Discretionary
$15.7B
100% of AUM
Avg account
$449M
Accounts
35
Employees
77
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
173626
Registered since
December 1, 2014
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

FINTRX

Overview

OEP Capital Advisors, L.P. is organized as a limited partnership that operates primarily as a private equity fund manager serving institutional clients. The firm is registered with the SEC (since 2014) and combines traditional percentage-of-AUM billing with performance-based fees. It functions in multiple adviser roles: acting as portfolio manager for pooled investment vehicles, managing portfolios for businesses or institutions, and operating as a CPO/CTA and sponsor/GP for pooled vehicles. The firm identifies as an active ESG investor, which suggests ESG considerations are integrated into its manager selection or portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

2 of 2
  • Olga Koopman

    Chief Compliance OfficerCRD 8224186

  • Jessica Marion

    Jessica Marion

    Partner & Chief Financial OfficerCRD 6415289

Contacts

3 of 6
  • James Koven

    James Koven

    PartnerCRD 6447987

  • James Cherry

    James Cherry

    PartnerCRD 6447989

  • Joseph Huffsmith

    Managing DirectorCRD 4675869

Unlock 3 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth