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
Client accounts: 13
Employees: 30
Advisory professionals: 23

Who they report serving

Form ADV · Item 5.D

Client 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 funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

O2 INVESTMENT PARTNERS FUND V-A, L.P.Private Equity Fund · Last reported Apr 29, 2026$430MGross asset value

Form D fundraising filings

O2 Investment Partners Fund V-A, L.P.

Fund administrator VENTURA FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP CHICAGO, Illinois, United States

Custodian CIBC BANK CHICAGO, Illinois, United States Related to adviser: No

Marketer METRIC POINT CAPITAL, LLC STAMFORD, Connecticut, United States Related to adviser: No

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: 805-3468951279
Reported beneficial owners: 39
Minimum commitment: $10M
Form D file number: 021-566533

Form ADV 2100614 · Apr 29, 2026 · 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 INVESTMENT PARTNERS FUND IV-A, L.P.Private Equity Fund · Last reported Apr 29, 2026$259MGross asset value

Form D fundraising filings

O2 INVESTMENT PARTNERS FUND IV-A, L.P.

Fund administrator VENTURA FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP CHICAGO, Illinois, United States

Custodian CIBC BANK CHICAGO, Illinois, United States Related to adviser: No

Marketer METRIC POINT CAPITAL, LLC STAMFORD, Connecticut, United States Related to adviser: No

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: 805-2447330633
Reported beneficial owners: 21
Minimum commitment: $10M
Form D file number: 021-449334

Form ADV 2100614 · Apr 29, 2026 · 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 INVESTMENT PARTNERS FUND III, L.PPrivate Equity Fund · Last reported Apr 29, 2026$246MGross asset value

Form D fundraising filings

O2 INVESTMENT PARTNERS FUND III, L.P.

Fund administrator VENTURA FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP CHICAGO, Illinois, United States

Custodian CIBC BANK CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

GRANT THORNTON LLP
PCAOB 248

CIBC BANK
LEI FDXQ75GPEQKRPWABYN63

Fund details & source

Fund ID: 805-5235347439
Reported beneficial owners: 74
Minimum commitment: $2M
Form D file number: 021-357170

Form ADV 2100614 · Apr 29, 2026 · 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 INVESTMENT PARTNERS FUND IV, L.P.Private Equity Fund · Last reported Apr 29, 2026$244MGross asset value

Form D fundraising filings

O2 INVESTMENT PARTNERS FUND IV, L.P.

Fund administrator VENTURA FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP CHICAGO, Illinois, United States

Custodian CIBC BANK CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

GRANT THORNTON LLP
PCAOB 248

CIBC BANK
LEI FDXQ75GPEQKRPWABYN63

Fund details & source

Fund ID: 805-3711300243
Reported beneficial owners: 70
Minimum commitment: $3M
Form D file number: 021-442580

Form ADV 2100614 · Apr 29, 2026 · 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 INVESTMENT PARTNERS FUND V-B, L.P.Private Equity Fund · Last reported Apr 29, 2026$230MGross asset value

Form D fundraising filings

O2 Investment Partners Fund V-B, L.P.

Fund administrator VENTURA FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP CHICAGO, Illinois, United States

Custodian CIBC BANK CHICAGO, Illinois, United States Related to adviser: No

Marketer METRIC POINT CAPITAL, LLC STAMFORD, Connecticut, United States Related to adviser: No

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: 805-8991047008
Reported beneficial owners: 16
Minimum commitment: $10M
Form D file number: 021-566534

Form ADV 2100614 · Apr 29, 2026 · 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 INVESTMENT PARTNERS FUND III-A, L.P.Private Equity Fund · Last reported Apr 29, 2026$216MGross asset value

Fund administrator VENTURA FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP CHICAGO, Illinois, United States

Custodian CIBC BANK CHICAGO, Illinois, United States Related to adviser: No

Marketer METRIC POINT CAPITAL, LLC STAMFORD, Connecticut, United States Related to adviser: No

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: 805-5530610630
Reported beneficial owners: 15
Minimum commitment: $10M

Form ADV 2100614 · Apr 29, 2026 · 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 1 EH INVESTORS LLCPrivate Equity Fund · Last reported Apr 29, 2026$42.5MGross asset value

Fund administrator VENTURA FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP CHICAGO, Illinois, United States

Custodian CIBC BANK CHICAGO, Illinois, United States Related to adviser: No

Marketer METRIC POINT CAPITAL, LLC STAMFORD, Connecticut, United States Related to adviser: No

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: 805-6351063434
Reported beneficial owners: 18
Minimum commitment: $2M

Form ADV 2100614 · Apr 29, 2026 · 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 #200
BLOOMFIELD 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.