LOS ANGELES, CACRD 300115Latest ADV March 31, 2026
Olive Street Capital Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 31, 2026, reports $165M in regulatory assets under management, 2 employees, and 8 accounts.
Assets Under Management
$165M
Employees
2
Offices
--
Total Clients
8
Primary office
LOS ANGELES, CA
12424 WILSHIRE BLD, SUITE 720, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.0% of total clients.
Top client categories% of clientsClients
1
HNWI
75.0%
6
2
Pooled Investment Vehicles
12.5%
1
3
Insurance Cos.
12.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$165Mas of March 31, 2026
Discretionary100.0%
$165M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$165M
Total Accounts8
10Y AUM Change+$165M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee4:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.