Firm profile

OEP CAPITAL ADVISORS, L.P.

NEW YORK, NYCRD 173626Latest ADV March 31, 2026

Oep Capital Advisors, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $15.7B in regulatory assets under management, 77 employees, 3 offices, and 35 accounts.

Assets Under Management
$15.7B
Employees
77
Offices
3 offices
Total Clients
35
Primary office
NEW YORK, NY
510 MADISON AVENUE, 19TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(212) 277-1500
WebsiteNot reported
LinkedInNot reported

Leadership

3 roles identified
CCOOlga Koopman
CFOJessica R. Marion
COOTheodora M. Stojka

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 97.1% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
97.1%
34
2
Banks
2.9%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$15.7Bas of March 31, 2026
Discretionary99.6%
$15.7B
100% of total RAUM99.6%
Non-discretionary0.4%
$67M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$15.7B
Total Accounts35
10Y AUM Change+$11.6B (+276.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees77
Clients per Employee0:1
10Y Employee Change+48 (+165.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.