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RIA / WealthPrivate fundprivate equity fund3(c)(1)dropped

O2/PC&D INTERMEDIATE INVESTORS LLC

advised by O2 INVESTMENT PARTNERS, L.P.

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:18b4824d-3598-5ba0-0f0f-ba2bb78a8e81

Data as of Apr 28, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jun 26, 2020 to Apr 28, 2021
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

O2/pc&d Intermediate Investors LLC

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: O2 INVESTMENT PARTNERS, L.P.CRD 291435
Fund type: Private Equity Fund
Latest reported GAV: $3.8Mgross asset value on Schedule D 7.B(1), as of 2021-04-28; never fund size
Peak reported GAV: $3.8M
Beneficial owners: 11
Minimum investment: $0
Owned by the adviser: 4700%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: Delaware, United States
First reported: Jun 26, 2020
Last reported: Apr 28, 2021fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 8
Fund id: 805-6539311491

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Apr 28, 2021	$3.8M	11	$0	4700.0%	no	O2/PC&D INTERMEDIATE INVESTORS LLC
Mar 31, 2021	$3.8M	11	$0	4700.0%	no	O2/PC&D INTERMEDIATE INVESTORS LLC
Oct 21, 2020	$3.8M	11	$0	4700.0%	yes	O2/PC&D INTERMEDIATE INVESTORS LLC
Jun 27, 2020	$3.8M	11	$0	4700.0%	yes	O2/PC&D INTERMEDIATE INVESTORS LLC
Jun 26, 2020	$3.8M	11	$0	4700.0%	yes	O2/PC&D INTERMEDIATE INVESTORS LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
CIBC BANK	CIBC BANK	Chicago	Illinois	United States	no	n/a

Relationships

Advises (1)

← O2 INVESTMENT PARTNERS, L.P.Registered adviserPrivate Equity Fund, IA, no longer reported
Jun 26, 2020 to Apr 28, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18b4824d-3598-5ba0-0f0f-ba2bb78a8e81
First observed: Jun 26, 2020
Last observed: Apr 28, 2021 65 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

O2/PC&D INTERMEDIATE INVESTORS LLC

advised by O2 INVESTMENT PARTNERS, L.P.

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:18b4824d-3598-5ba0-0f0f-ba2bb78a8e81

Data as of Apr 28, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:45 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Apr 28, 2021

$3.8M

4700.0%

O2/PC&D INTERMEDIATE INVESTORS LLC

Mar 31, 2021

$3.8M

4700.0%

O2/PC&D INTERMEDIATE INVESTORS LLC

Oct 21, 2020

$3.8M

4700.0%

yes

O2/PC&D INTERMEDIATE INVESTORS LLC

Jun 27, 2020

$3.8M

4700.0%

yes

O2/PC&D INTERMEDIATE INVESTORS LLC

Jun 26, 2020

$3.8M

4700.0%

yes

O2/PC&D INTERMEDIATE INVESTORS LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

CIBC BANK

Chicago

Illinois

United States

n/a