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POINT OLEMA CAPITAL PARTNERS, L.P.
CRD 304303 · SEC 801-116966
38 KEYES, STE 130, SAN FRANCISCO, CA, 94129, United States
Phone
415-851-0411
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.91B
Discretionary AUM
$718.0M
Team
9 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $2.13B |
| Pooled investment vehicles | 6 | $685.4M |
| Charitable organizations | 4 | $95.2M |
States served
CA, NH
All web addresses on file
Official SEC filing: View on IAPD