POINT OLEMA CAPITAL PARTNERS, L.P.

RIASEC RegisteredEst. 2019

Total AUM

$2.9B

Discretionary

$718M

25% of AUM

Avg account

$108M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 304303
Registered since: July 17, 2019
Website: www.pointolema.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI73.15%
Pooled Investment Vehicles23.57%
Charitable Organizations3.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Point Olema Capital Partners, L.P. is a limited partnership and SEC-registered investment adviser (registered in 2019) that operates as an independent RIA and a capital allocator. The firm serves both individual/family and institutional clients, charging a mix of percentage-of-AUM and performance-based fees. Its advisory work includes financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third‑party advisers. Point Olema acts as a sponsor/manager of pooled vehicles and allocates capital to external managers rather than positioning itself as an ESG-focused or multi-state adviser.