# OEP Capital Advisors, L.P.

> OEP Capital Advisors, L.P. is an SEC-registered investment advisory firm in New York, NY, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 173626
- Filed as: OEP CAPITAL ADVISORS, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173626
- AdvisorCensus page: https://advisorcensus.com/firm/oep-capital-advisors-l-p-new-york-ny-173626

## Quick answers

**How is OEP Capital Advisors, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), OEP Capital Advisors, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is OEP Capital Advisors, L.P. located?**
OEP Capital Advisors, L.P.'s principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is OEP Capital Advisors, L.P. registered with the SEC or a state?**
OEP Capital Advisors, L.P. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173626.

**How much does OEP Capital Advisors, L.P. manage?**
OEP Capital Advisors, L.P. reports $15,731,527,353 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have OEP Capital Advisors, L.P.'s assets and staff changed since 2021?**
In the Form ADV data for OEP Capital Advisors, L.P.: Regulatory assets under management: $7,421,128,854 in the October 2021 data and $15,731,527,353 in the October 2026 data, up 112%. Total employees: 39 in October 2021 and 77 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does OEP Capital Advisors, L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (34); banking or thrift institutions (1).

**Which custodians does OEP Capital Advisors, L.P. use?**
OEP Capital Advisors, L.P.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JPMorgan Chase & Co as a custodian holding 10% or more of its separately managed account assets.

**Does OEP Capital Advisors, L.P. report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173626

**Does OEP Capital Advisors, L.P. state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Limited Partners of the Main Funds generally are required to make a minimum commitment of $5 million, but the relevant General Partner has the discretion to waive such minimum commitment."

**What changed in OEP Capital Advisors, L.P.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 45 to 54. Regulatory assets under management went from $14,003,282,730 to $15,731,527,353 (+12%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> Limited Partners of the Main Funds generally are required to make a minimum commitment of $5 million, but the relevant General Partner has the discretion to waive such minimum commitment.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- JPMorgan Chase & Co

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $15,731,527,353
- Discretionary: $15,664,577,221
- Non-discretionary: $66,950,132

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Banking or thrift institutions | 1 | $66,950,132 |
| Pooled investment vehicles (other than investment companies and business development companies) | 34 | $15,664,577,221 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2014 (11 years)
- Employees: 77 total, 54 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173626

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Amsterdam
- Chicago, IL
- Frankfurt Am Main

### Websites listed on Form ADV (Item 1.I)
- [oneequity.com](https://oneequity.com)
- Facebook facebook.com
- LinkedIn @one-equity-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,421,128,854 | 39 | May 6, 2021 |
| October 2022 | $9,650,205,206 | 46 | March 31, 2022 |
| October 2023 | $10,695,172,393 | 55 | March 31, 2023 |
| October 2024 | $11,001,863,732 | 70 | March 28, 2024 |
| October 2025 | $14,003,282,730 | 69 | March 31, 2025 |
| October 2026 | $15,731,527,353 | 77 | March 31, 2026 |

Regulatory assets under management: $7,421,128,854 in the October 2021 data and $15,731,527,353 in the October 2026 data, up 112%.
Total employees: 39 in October 2021 and 77 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 45 to 54.
- Regulatory assets under management went from $14,003,282,730 to $15,731,527,353 (+12%).
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. OEP Capital Advisors, L.P. (CRD 173626): Form ADV filing data as of October 2026.