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Building 2POINT OLEMA CAPITAL PARTNERS, L.P.

Map pinSAN FRANCISCO, CA
Phone415-851-0411
NotebookSEC #801-116966
Total AUM
$2.9B
Employees
9
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
38 KEYES
STE 130
SAN FRANCISCO
CA 94129
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
415-851-0411
Other Offices
1

ReceiptFinancials

Total AUM
$2.9B
Accounts
27
Discretionary
$718M
Accounts
7
Non-Discretionary
$2.2B
Accounts
20

ContactClients

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HNW Individual Clients
17
AUM
$2.1B
Pooled Vehicle Clients
6
AUM
$685.4M
Charitable Organization Clients
4
AUM
$95.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CANH

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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