Olive Tree Ridge Investment Advisors

Overview

Olive Tree Ridge Investment Advisors is an independent, owner-operated limited liability company that provides portfolio management primarily for individuals, small businesses, and select institutional clients. The firm charges fees as a percentage of assets under management and does not act as a capital allocator or operate third-party investment funds. According to the available data the adviser does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser. Advisory activity centers on discretionary portfolio management for individuals and small business clients. Ownership is listed as individual; the firm’s structure and scale point to a boutique RIA model rather than a multi-product asset manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices