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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 26 13.04%
of those in investment advisory functions 20 17.65%
Registration SEC, Approved, 07/27/2020
Other registrations (1)
Former registrations

O2 INVESTMENT PARTNERS, LLC

AUM* 1,163,277,161 1.48%
of that, discretionary 1,163,277,161 1.48%
Private Fund GAV* 2,761,722,584 154.15%
Avg Account Size 96,939,763 1.48%
SMA’s No
Private Funds 65 53
Contact Info 248 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1B 983M 819M 655M 491M 328M 164M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count65 GAV$2,761,722,584

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Brochure Summary