Private fund adviser · New York, NY
OEP Capital Advisors, L.P.
SEC-registered investment adviser · CRD 173626 · SEC 801-80566
At a glance
OEP Capital Advisors, L.P. is an SEC-registered investment adviser based in New York, New York, with $15.7 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 439th of 4,686 private fund advisers and 1,014th of 17,210 SEC-registered advisers by assets.
Main office 212-277-1500oneequity.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $16B
- Rank among private fund advisers
- #439 of 4,686
- Rank among all SEC RIAs
- #1,014 of 17,210
- Rank in New York
- #279 of 2,591
- Clients
- 35
- Accounts
- 35
- Discretionary
- 100% of AUM
- Employees
- 77
- Advisory staff
- 54
- Offices
- 4
Owners and executives on its Form ADV
- Richard M. CashinOperating Committee Member & Limited Partner
- Jessica R. MarionCFO & Operating Committee Member
- Theodora M. StojkaCOO & Operating Committee Member
- James W. KovenOperating Committee Member & Limited Partner
- Gregory A. BelinfantiOperating Committee Member & Limited Partner
- James B. CherryOperating Committee Member & Limited Partner
- Joseph P. HuffsmithOperating Committee Member & Limited Partner
- Olga KoopmanCCO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 34 | $16B | 100% |
| Banking or thrift institutions | 1 | $67M | <1% |
Private funds
OEP Capital Advisors, L.P. reports 34 private funds with $16B in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
OEP Capital Advisors, L.P. answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗oneequity.com ↗
AtlasMembers
The full record on OEP Capital Advisors, 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, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 782 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does OEP Capital Advisors, L.P. manage?
OEP Capital Advisors, L.P. reports $15.7 billion in regulatory assets under management across 35 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is OEP Capital Advisors, L.P.?
OEP Capital Advisors, 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 OEP Capital Advisors, L.P.’s clients?
By assets, its largest client types are pooled investment vehicles ($15.7 billion, 34 clients); banking or thrift institutions ($67 million, 1 clients).
Does OEP Capital Advisors, L.P. manage private funds?
Yes. It reports 34 private funds with $15.7 billion in gross assets, including private equity funds.
Does OEP Capital Advisors, L.P. have any disciplinary history?
OEP Capital Advisors, L.P. answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is OEP Capital Advisors, 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 (2026-03-31), 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 →