Olive Partners Management

RIASEC Registered
Total AUM
$465M
Discretionary
$465M
100% of AUM
Avg account
$33.2M
Accounts
14
Employees
14
Advisory reps
4

Firm details

Headquarters
East Palo Alto, California
CRD number
335855
Registered since
September 3, 2026
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Olive Partners Management is organized as a limited liability company and operates as a private equity manager focused on pooled investment vehicles for institutional investors. The firm is registered with the SEC, with registration recorded in 2026. Its advisory work is centered on portfolio management for pooled investment vehicles, and it charges fees based on a percentage of assets under management along with other fee arrangements. The firm is owned by an individual owner rather than a corporate parent. Olive Partners Management is not positioned as a capital allocator — it appears to operate its own private funds rather than primarily allocating to external managers — and it does not identify as an active ESG investor. Industry connections include roles or relationships as a sponsor/GP/managing member of pooled vehicles and affiliations with broker-dealers, other investment advisers, a trust company, and an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Flora Xiong

    Flora Xiong

    Chief Financial OfficerCRD 7355921

Contacts

3 of 3
  • Michael Jen

    Compliance and Risk ManagerCRD 3243184

  • Wei Zhou

    General PartnerCRD 8069945

  • Byron Ye

    Byron Ye

    Managing PartnerCRD 4939447

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

East Palo Alto, CA

San Mateo

Location

East Palo Alto, CA

Headquartered in East Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
1950 University Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth