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. 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Partner & Chief Financial OfficerCRD 6415289

Contacts

3 of 6
  • JAMES KOVEN

    PartnerCRD 6447987

  • JAMES CHERRY

    PartnerCRD 6447989

  • JOSEPH HUFFSMITH

    Managing DirectorCRD 4675869

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth