Private fund adviser · Bloomfield Hills, MI
O2 Investment Partners, L.P.
SEC-registered investment adviser · CRD 291435 · SEC 801-119161
At a glance
O2 Investment Partners, L.P. is an SEC-registered investment adviser based in Bloomfield Hills, Michigan, with $1.8 billion in regulatory assets under management as of its Form ADV filed April 29, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,752nd of 4,686 private fund advisers and 3,851st of 17,210 SEC-registered advisers by assets.
Main office 248-554-4209o2investment.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.8B
- Rank among private fund advisers
- #1,752 of 4,686
- Rank among all SEC RIAs
- #3,851 of 17,210
- Rank in Michigan
- #36 of 305
- Clients
- 13
- Accounts
- 13
- Discretionary
- 100% of AUM
- Employees
- 30
- Advisory staff
- 23
- Offices
- 1
Owners and executives on its Form ADV
- Todd M. FinkGeneral Partner and Limited Partner
- Judith T. WallaceChief Compliance Officer and Chief Financial Officer
- Luke K. PlumptonGeneral Partner and Limited Partner
Custody and brokerage
Custodian
O2 Investment Partners, L.P.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 13 | $1.8B | 100% |
Private funds
O2 Investment Partners, L.P. reports 13 private funds with $1.8B in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
O2 Investment Partners, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗o2investment.com ↗
AtlasMembers
The full record on O2 Investment Partners, L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 1,899 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does O2 Investment Partners, L.P. manage?
O2 Investment Partners, L.P. reports $1.8 billion in regulatory assets under management across 13 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 29, 2026.
What kind of firm is O2 Investment Partners, L.P.?
O2 Investment Partners, L.P. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are O2 Investment Partners, L.P.’s clients?
By assets, its largest client types are pooled investment vehicles ($1.8 billion, 13 clients).
Does O2 Investment Partners, L.P. manage private funds?
Yes. It reports 13 private funds with $1.8 billion in gross assets, including private equity funds.
Does O2 Investment Partners, L.P. have any disciplinary history?
O2 Investment Partners, L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is O2 Investment Partners, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →