O2 Investment Partners, L.P.
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 13
- Avg AUM / client
- $139M
- Accounts
- 13
- Employees
- 30
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $1.8B | 100.0% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| O2 Investment Partners Fund Iii, L.P | Private Equity Fund | Delaware | $253M | 74 |
| O2 Investment Partners Fund Iii A, L.P. | Private Equity Fund | Delaware | $219M | 15 |
| O2 Investment Partners Fund Iv A, L.P. | Private Equity Fund | Delaware | $212M | 21 |
| O2 Investment Partners Fund Iv, L.P. | Private Equity Fund | Delaware | $201M | 70 |
| O2 Investment Partners Oxygen Fund, L.P. | Private Equity Fund | Delaware | $45.2M | 69 |
| O2 1 Eh Investors Llc | Private Equity Fund | Delaware | $38.5M | 18 |
| O2 Investment Partners Fund Iv B, L.P. | Private Equity Fund | Delaware | $30.3M | 5 |
| O2 Investment Partners Fund Iii B, L.P. | Private Equity Fund | Delaware | $27.8M | 2 |
| O2 Vh Investors Llc | Private Equity Fund | Delaware | $27.5M | 15 |
| O2 Investment Partners Oxygen Fund Ii Co Invest Spv, L.P. | Private Equity Fund | Delaware | $23.8M | 66 |
| O2 Investment Partners Fund Iv C, L.P. | Private Equity Fund | Delaware | $7.5M | 17 |
| O2 Sib Co Invest, Llc | Private Equity Fund | Delaware | $440K | 2 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wallace, Judith, Therese | Chief Compliance Officer And Chief Financial Officer | Oct 2020 (6y) | Less than 5% | |
| Fink, Todd, Michael | General Partner And Limited Partner | Jul 2022 (4y) | 50% – 75% | |
| Plumpton, Luke, Kenyon | General Partner And Limited Partner | Jul 2022 (4y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| O2 Investment Partners Fund Iii, L.P | Private Equity Fund | $253M | $2.0M | 74 |
| O2 Investment Partners Fund Iii A, L.P. | Private Equity Fund | $219M | $10.0M | 15 |
| O2 Investment Partners Fund Iv A, L.P. | Private Equity Fund | $212M | $10.0M | 21 |
| O2 Investment Partners Fund Iv, L.P. | Private Equity Fund | $201M | $3.0M | 70 |
| O2 Investment Partners Oxygen Fund, L.P. | Private Equity Fund | $45.2M | $2.0M | 69 |
| O2 1 Eh Investors Llc | Private Equity Fund | $38.5M | $2.0M | 18 |
| O2 Investment Partners Fund Iv B, L.P. | Private Equity Fund | $30.3M | $10.0M | 5 |
| O2 Investment Partners Fund Iii B, L.P. | Private Equity Fund | $27.8M | $10.0M | 2 |
| O2 Vh Investors Llc | Private Equity Fund | $27.5M | $2.0M | 15 |
| O2 Investment Partners Oxygen Fund Ii Co Invest Spv, L.P. | Private Equity Fund | $23.8M | $2.0M | 66 |
| O2 Investment Partners Fund Iv C, L.P. | Private Equity Fund | $7.5M | $3.0M | 17 |
| O2 Sib Co Invest, Llc | Private Equity Fund | $440K | $10.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 3.77 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗