OLSTEIN CAPITAL MANAGEMENT, L.P.

RIASEC RegisteredEst. 1995

Total AUM

$564M

Discretionary

$564M

100% of AUM

Avg account

$282M

Accounts

Employees

Advisory reps

Firm details

Headquarters: PURCHASE, New York
CRD number: 38474
Registered since: June 5, 1995
Website: www.olsteinfunds.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Olstein Capital Management, L.P. is a boutique limited partnership that provides active portfolio management primarily to institutional clients. Founded and SEC-registered in the mid-1990s, the firm runs equity-focused portfolios as evidenced by its large public-equity footprint, and it also serves pooled vehicles and investment companies. Fee arrangements are charged as a percentage of assets under management. The firm does not position itself as an ESG-focused investor and appears to operate as a single-state adviser with a concentrated client roster and a hands-on portfolio-management approach.