Olive Partners Management
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Flora Xiong
Chief Financial OfficerCRD 7355921
Michael Scally
Chief Compliance OfficerCRD 8299182
Contacts
2 of 2Wei Zhou
General PartnerCRD 8069945

Byron Ye
Managing PartnerCRD 4939447
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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