Updated:
OEP Capital Advisors
OEP Capital Advisors, L.P. is an SEC-registered investment adviser in New York, NY, registered since 2014. The firm manages $15.7 billion in regulatory assets...
OEP Capital Advisors
OEP Capital Advisors, L.P. is an SEC-registered investment adviser in New York, NY, registered since 2014. The firm manages $15.7 billion in regulatory assets under management on a discretionary basis. It has 77 employees and 54 investment advisers.
General information
Firm type
Asset Manager
Year founded
2001
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Richard J. Davis
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at OEP Capital Advisors?
Managing Partner Richard J. Davis leads the investment committee. Davis was a senior executive at J.P. Morgan Partners before leading the spinout of the middle-market buyout group in 2001. Day-to-day deal execution is led by a partnership group composed primarily of former J.P. Morgan merchant banking professionals and industry operating partners.
How is OEP Capital Advisors related to J.P. Morgan?
OEP Capital Advisors is an independent firm with no current ownership or governance ties to J.P. Morgan Chase. The firm was spun out in 2001 when Dick Davis led the separation of the middle-market buyout group from J.P. Morgan Partners, the bank's private equity division. At inception, OEP inherited a legacy portfolio from J.P. Morgan, but the firm has since operated as a fully independent partnership.
What investment stages does OEP Capital Advisors typically target?
OEP focuses on control-oriented equity investments in mature middle-market companies, typically with enterprise values between $100 million and $500 million. The firm pursues buyouts, corporate carve-outs, and growth recapitalizations. It does not invest in early-stage, venture, or minority-growth transactions.
Which sectors does OEP Capital Advisors prioritize?
The firm invests primarily in business services, specialty manufacturing, industrial technology, and healthcare services. OEP targets industries where it can bring operational partners to bear on margin improvement and growth execution. It has historically avoided consumer-facing, retail, and financial-services sectors.
Does OEP Capital Advisors participate in fund commitments or only direct deals?
OEP invests exclusively through direct control equity transactions. The firm does not operate a fund-of-funds program, does not allocate to outside GPs, and does not participate as a limited partner in third-party funds. Its model is built entirely around sourcing and executing its own buyout transactions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: