Olive Partners Management

RIASEC RegisteredEst. 2026
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 an LLC that functions primarily as an advisor and manager of pooled investment vehicles organized as private equity funds. The firm identifies its client base as institutional and charges fees that include a percentage of assets under management alongside other fee arrangements. Its stated advisory role is portfolio management for pooled investment vehicles, and it participates on the sponsor/GP/managing-member side of those vehicles. Regulatory and operational flags in the snapshot note SEC registration in 2026, that the adviser is not a multi-state adviser, and that it does not position itself as an active ESG investor. Industry affiliations listed for Olive Partners Management include broker-dealer, other investment adviser, trust company, insurance company, and sponsor/GP roles tied to pooled vehicles, indicating the firm performs multiple roles across fund formation, management, and related service relationships.

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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Flora Xiong

    Flora Xiong

    Chief Financial OfficerCRD 7355921

  • Michael Scally

    Chief Compliance OfficerCRD 8299182

Contacts

2 of 2
  • Wei Zhou

    General PartnerCRD 8069945

  • Byron Ye

    Byron Ye

    Managing PartnerCRD 4939447

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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