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O2 INVESTMENT PARTNERS, L.P.

BLOOMFIELD HILLS, MI · CRD 291435 · IAPD ↗ · o2investment.com · 248-554-4209

$1.81BRegulatory AUM
23Advisory reps
30Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — O2 INVESTMENT PARTNERS, L.P. reported RAUM up 52% ($1.19B -> $1.81B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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