SAN FRANCISCO, CACRD 304303Latest ADV March 27, 2026
Point Olema Capital Partners, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 27, 2026, reports $2.9B in regulatory assets under management, 9 employees, 1 office, and 27 accounts.
Assets Under Management
$2.9B
Employees
9
Offices
1 office
Total Clients
27
Primary office
SAN FRANCISCO, CA
38 KEYES, STE 130, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.0% of total clients.
Top client categories% of clientsClients
1
HNWI
63.0%
17
2
Pooled Investment Vehicles
22.2%
6
3
Charitable
14.8%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of March 27, 2026
Discretionary24.7%
$718M
25% of total RAUM24.7%
Non-discretionary75.3%
$2.2B
75% of total RAUM75.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.9B
Total Accounts27
10Y AUM Change+$2.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee3:1
10Y Employee Change+7 (+350.0%)
* 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.