RIA Intel›Advisers›Michigan›O2 INVESTMENT PARTNERS, L.P.

O2 INVESTMENT PARTNERS, L.P.

Advisory

N·BLOOMFIELD HILLS, MI

Data as of Apr 29, 2026 · Source: SEC Form ADV

Total AUM
$1.8B
1-Year AUM Growth
+7.0%
3-Year CAGR
+27.3%
Employees
23
Assets Under Management
Total AUM$1.8B
Discretionary AUM$1.8B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees23
Investment Advisers30
Employee Growth (1Y)—
Filing History
Total Filings on Record14
First FilingJun 26, 2020
Latest FilingApr 29, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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