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OEP CAPITAL ADVISORS, L.P.

NEW YORK, NY · CRD 173626 · IAPD ↗ · oneequity.com · 212-277-1500

$15.73BRegulatory AUM
54Advisory reps
77Employees
0Clients
n/aPlanning clients
34Private funds
0States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

64
April 2026 — OEP CAPITAL ADVISORS, L.P. grew from 45 to 54 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — OEP CAPITAL ADVISORS, L.P. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2025 — OEP CAPITAL ADVISORS, L.P. reported RAUM up 27% ($11.00B -> $14.00B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — OEP CAPITAL ADVISORS, L.P. grew from 42 to 47 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
February 2024 — OEP CAPITAL ADVISORS, L.P.'s Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.