Investment adviser · CRD 291435
O2 INVESTMENT PARTNERS, L.P.
Investment adviser filing (IA)
BLOOMFIELD HILLS, MI, United States · Form ADV filed Apr 29, 2026
- Regulatory AUM
- $1.81B Form ADV · Item 5.F
- Client accounts
- 13 Accounts, not individual clients
- Employees
- 30 Reported in this filing
- Advisory professionals
- 23 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 13 | $1,807,300,000 | 100.0% |
Filing source
Form ADV 2100614 · Apr 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
18 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
O2/ALPHA INTERMEDIATE INVESTORS LLCPrivate Equity Fund · Last reported Apr 28, 2021$10.7MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CIBC BANK
LEI FDXQ75GPEQKRPWABYN63
Fund details & source
- Fund ID
- 805-2060257780
- Reported beneficial owners
- 11
- Minimum commitment
- $0
Form ADV 1535861 · Apr 28, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
O2 VH INVESTORS LLCPrivate Equity Fund · Last reported Apr 29, 2025$6.24MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
GRANT THORNTON LLP
PCAOB 248
CIBC BANK
LEI FDXQ75GPEQKRPWABYN63
METRIC POINT CAPITAL, LLC
CRD 287519 · SEC 8-69901
Fund details & source
- Fund ID
- 805-4335282578
- Reported beneficial owners
- 15
- Minimum commitment
- $2M
Form ADV 1985132 · Apr 29, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
O2/PC&D INTERMEDIATE INVESTORS LLCPrivate Equity Fund · Last reported Apr 28, 2021$3.82MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CIBC BANK
LEI FDXQ75GPEQKRPWABYN63
Fund details & source
- Fund ID
- 805-6539311491
- Reported beneficial owners
- 11
- Minimum commitment
- $0
Form ADV 1535861 · Apr 28, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
O2 SIB CO-INVEST, LLCPrivate Equity Fund · Last reported Apr 29, 2025$70KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
GRANT THORNTON LLP
PCAOB 248
CIBC BANK
LEI FDXQ75GPEQKRPWABYN63
METRIC POINT CAPITAL, LLC
CRD 287519 · SEC 8-69901
Fund details & source
- Fund ID
- 805-3341295671
- Reported beneficial owners
- 2
- Minimum commitment
- $10M
Form ADV 1985132 · Apr 29, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 29, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
40900 WOODWARD AVE, SUITE #200BLOOMFIELD HILLS, MI, 48304-5116, United States
CRD 291435
Filing source
Form ADV 2100614 · Apr 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.