Oceansound Partners, Lp
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 300935
· SEC file 801-119173
· New York, NY
· www.oceansoundpartners.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $6.9B
- Discretionary
- $6.7B
- Clients
- 27
- Avg AUM / client
- $257M
- Accounts
- 27
- Employees
- 35
AUM over time
$298M
$6.9B
Jun 2020
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 27 | $6.9B | 100.0% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Oceansound Partners Fund, Lp | Private Equity Fund | Delaware | $852M | 112 |
| Oceansound Partners Aiv, Lp | Private Equity Fund | Delaware | $580M | 91 |
| Oceansound Partners Fund Ii, Lp | Private Equity Fund | Delaware | $508M | 49 |
| Oceansound Partners Co Invest, Lp | Private Equity Fund | Delaware | $179M | 8 |
| Oceansound Partners Fund Ii (A), Lp | Private Equity Fund | Delaware | $120M | 11 |
| Oceansound Partners Co Invest Ii, Lp Series C | Private Equity Fund | Delaware | $111M | 18 |
| Oceansound Partners Co Invest Ii, Lp Series B | Private Equity Fund | Delaware | $57.4M | 5 |
| Oceansound Partners Co Invest Ii, Lp Series F | Private Equity Fund | Delaware | $54.8M | 16 |
| Oceansound Partners Co Invest Ii, Lp Series E | Private Equity Fund | Delaware | $39.4M | 5 |
| Oceansound Partners Co Invest Ii, Lp Series D | Private Equity Fund | Delaware | $36.9M | 3 |
| Oceansound Partners Co Invest Sidecar, Lp | Private Equity Fund | Delaware | $36.2M | 4 |
| Osp Co Invest Ii, Lp Mb Series | Private Equity Fund | Delaware | $25.0M | 6 |
| Osp Co Invest Sidecar A, Lp | Private Equity Fund | Delaware | $23.4M | 5 |
| Oceansound Partners Co Invest Ii, Lp Series A | Private Equity Fund | Delaware | $14.9M | 3 |
| Oceansound Partners Co Invest Sidecar Ii, Lp | Private Equity Fund | Delaware | $10.3M | 4 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benavides, Jose, Luis | Managing Partner | Sep 2018 (8y) | ≈ 37.5% – 75% via Jaccar Osp, Llc | |
| Bumber, Edward, Michael | Chief Financial Officer | Jan 2019 (8y) | Less than 5% | |
| Coons, Theodore, William | Partner | Jan 2019 (8y) | ≈ 18.75% – 50% via Bemo19, Llc | |
| Kelly, Jeffrey, Patrick | Partner | Jan 2019 (8y) | ≈ 7.5% – 25% via Osp Park Drive Llc | |
| Garcia, Ariel, Raul | Partner | Jan 2022 (5y) | Less than 5% | |
| Hadick, Laurie, Kathleen | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jaccar Osp, Llc | Limited Partner | Mar 2019 | A | 50% – 75% |
| Bemo19, Llc | Limited Partner | Mar 2019 | A | 25% – 50% |
| Osp Park Drive Llc | Limited Partner | Mar 2019 | A | 10% – 25% |
| Oceansound Manager Gp, Llc | General Partner | Sep 2018 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Benavides, Jose, Luis: 75% – 100% of Jaccar Osp, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Coons, Theodore, William: 75% – 100% of Bemo19, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Kelly, Jeffrey, Patrick: 75% – 100% of Osp Park Drive Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
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 (15, $2.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Oceansound Partners Fund, Lp | Private Equity Fund | $852M | $10.0M | 112 |
| Oceansound Partners Aiv, Lp | Private Equity Fund | $580M | $10.0M | 91 |
| Oceansound Partners Fund Ii, Lp | Private Equity Fund | $508M | $10.0M | 49 |
| Oceansound Partners Co Invest, Lp | Private Equity Fund | $179M | $7.0M | 8 |
| Oceansound Partners Fund Ii (A), Lp | Private Equity Fund | $120M | $10.0M | 11 |
| Oceansound Partners Co Invest Ii, Lp Series C | Private Equity Fund | $111M | $2.0M | 18 |
| Oceansound Partners Co Invest Ii, Lp Series B | Private Equity Fund | $57.4M | $2.0M | 5 |
| Oceansound Partners Co Invest Ii, Lp Series F | Private Equity Fund | $54.8M | $2.0M | 16 |
| Oceansound Partners Co Invest Ii, Lp Series E | Private Equity Fund | $39.4M | $2.0M | 5 |
| Oceansound Partners Co Invest Ii, Lp Series D | Private Equity Fund | $36.9M | $2.0M | 3 |
| Oceansound Partners Co Invest Sidecar, Lp | Private Equity Fund | $36.2M | $2.0M | 4 |
| Osp Co Invest Ii, Lp Mb Series | Private Equity Fund | $25.0M | $2.0M | 6 |
| Osp Co Invest Sidecar A, Lp | Private Equity Fund | $23.4M | $2.0M | 5 |
| Oceansound Partners Co Invest Ii, Lp Series A | Private Equity Fund | $14.9M | $2.0M | 3 |
| Oceansound Partners Co Invest Sidecar Ii, Lp | Private Equity Fund | $10.3M | $2.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 6.25 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
- • Other fees
- • TRANSACTION 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗