Institutional
    SEC Registered

    O2 Investment Partners, L.P.

    Registered investment advisor · Bloomfield Hills, Michigan · CRD #291435

    Assets Under Management
    $1.8B
    Client Accounts
    13
    Employees
    30
    CRD Number
    291435
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About O2 Investment Partners, L.P.

    O2 Investment Partners is a Midwestern private equity firm focusing on acquiring majority interests in lower middle market B2B services, technology, and niche industrial companies. They aim to partner with management to drive growth and create shareholder value. The firm has 11-50 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for O2 Investment Partners, L.P.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is O2 Investment Partners, L.P.'s AUM?

    O2 Investment Partners, L.P. reports approximately $1.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is O2 Investment Partners, L.P. headquartered?

    O2 Investment Partners, L.P. is headquartered in Bloomfield Hills, Michigan.

    What is O2 Investment Partners, L.P.'s CRD number?

    O2 Investment Partners, L.P.'s CRD number is 291435. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does O2 Investment Partners, L.P. manage?

    O2 Investment Partners, L.P. manages approximately 13 client accounts according to its latest SEC filing.

    Is O2 Investment Partners, L.P. SEC registered?

    Yes, O2 Investment Partners, L.P. is registered with the SEC as an investment adviser with an approved registration status.

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