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OEP CAPITAL ADVISORS, L.P.
CRD 173626File 801-80566
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$15.73B
Top 10% of cohort (national)
Discretionary AUM
$15.66B
Non-discretionary $67.0M
Clients
35
35 accounts
Employees
77
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 1, 2014
- Principal office
- 510 MADISON AVENUE, 19TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-277-1500
- Website
- HTTP://WWW.ONEEQUITY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.73B
- Discretionary AUM
- $15.66B
- Non-discretionary AUM
- $67.0M
- Discretionary accounts
- 34
- Non-discretionary accounts
- 1
- Total accounts
- 35
- AUM per client
- $449.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 34 | $15.66B |
| Banking or thrift institutions | 1 | $67.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 69 | 77 | increased by8 |
| Apr 1, 2026 | Clients | 36 | 35 | decreased by1 |
| Apr 1, 2026 | AUM | $14,003,282,730 | $15,731,527,353 | increased by$1,728,244,623 |
| Apr 1, 2026 | Accounts | 36 | 35 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 46 | 69 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 26 | 36 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,650,205,206 | $14,003,282,730 | increased by$4,353,077,524 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 26 | 36 | increased by10 |
| Apr 1, 2022 | Employees | 39 | 46 | increased by7 |
| Apr 1, 2022 | Clients | 22 | 26 | increased by4 |
| Apr 1, 2022 | AUM | $7,421,128,854 | $9,650,205,206 | increased by$2,229,076,352 |
| Apr 1, 2022 | Accounts | 22 | 26 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OEP CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OEP CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.