Olive Street Capital Partners LLC

RIASEC & State Registered

Total AUM

$165M

Discretionary

$165M

100% of AUM

Avg account

$20.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 300115
Registered since: July 31, 2025
Custodians: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI54.66%
Insurance Companies31.31%
Pooled Investment Vehicles14.03%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Olive Street Capital Partners LLC is a limited liability company that operates as an investment adviser with a focus on pooled vehicles and discretionary portfolio management for individuals, small businesses and institutional clients. The firm is classified in the FINTRX data as a real estate fund manager and also functions as a sponsor/GP/managing member of pooled investment vehicles. Its client mix includes individual & family and institutional investors. Fee arrangements include asset-based fees, fixed fees and performance-based fees. The firm does not position itself as an active ESG investor and is not listed as a multi-state adviser. SEC registration is recorded as 2025 and the firm is owned by an individual.