OLIVE STREET INVESTMENT ADVISERS, LLC

Overview

Olive Street Investment Advisers, LLC is an SEC-registered investment adviser formed as a limited liability company in 2013 that operates as a capital allocator for institutional clients. The firm emphasizes portfolio management for investment companies and the selection of other advisers, positioning itself as a manager-of-managers rather than a pure retail RIA. Its regulatory profile shows it also functions in a CPO/CTA capacity, indicating engagement with commodity pool or trading strategies alongside traditional advisory activities. The client base is institutional and highly concentrated: the firm reports very large, few-client mandates rather than a broad retail roster. Olive Street lists affiliations across broker‑dealers, other investment advisers, banking or thrift institutions, trust companies, and insurance companies, which supports an operating model that blends direct portfolio management with outsourced sub-adviser relationships and custodial/transactional arrangements. The firm reports it is not an active ESG investor.

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