Chief Compliance Officer and Chief Financial Officer · O2 Investment Partners, L.P.
Judith T. Wallace
CRD 7305725 · Named on Form ADV at one SEC-registered adviser
At a glance
O2 Investment Partners, L.P., an SEC-registered private fund adviser based in Bloomfield Hills, MI with $1.8 billion in regulatory assets, lists Judith T. Wallace on its Form ADV as Chief Compliance Officer and Chief Financial Officer, a control person.
Firms and roles
- O2 Investment Partners, L.P.Chief Compliance Officer and Chief Financial OfficerPrivate fund adviser · Bloomfield Hills, MI · $1.8B in regulatory assets
AtlasMembers
Judith’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Todd M. FinkGeneral Partner and Limited Partner, O2 Investment Partners, L.P.
- Luke K. PlumptonGeneral Partner and Limited Partner, O2 Investment Partners, L.P.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Judith’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.