Point Olema Capital Partners, L.P.

RIASEC RegisteredEst. 2019

Total AUM

$2.9B

Discretionary

$718M

24% of AUM

Avg account

$109M

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 304303
Registered since: July 17, 2019
Website: www.pointolema.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI72.14%
Pooled Investment Vehicles24.63%
Charitable Organizations3.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Point Olema Capital Partners, L.P. is a limited partnership operating as an independent registered investment adviser and a capital allocator. Registered with the SEC since 2019, the firm serves both individual/family and institutional clients and uses a mix of percentage-of-AUM and performance-based fee arrangements. Its advisory scope includes financial planning, portfolio management for individuals and pooled investment vehicles, and the selection of third‑party advisers. The firm is also active as a sponsor/GP of pooled vehicles rather than acting solely as a sub‑advisor. Point Olema does not describe itself as an active ESG investor.