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POINT OLEMA CAPITAL PARTNERS, L.P.
CRD 304303File 801-116966
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.95B
Top 25% of cohort (national)
Discretionary AUM
$718.0M
Non-discretionary $2.23B
Clients
27
27 accounts
Employees
9
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 17, 2019
- Principal office
- 38 KEYES, STE 130, SAN FRANCISCO, CA, 94129
- Phone
- 415-851-0411
- Website
- https://www.pointolema.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.95B
- Discretionary AUM
- $718.0M
- Non-discretionary AUM
- $2.23B
- Discretionary accounts
- 7
- Non-discretionary accounts
- 20
- Total accounts
- 27
- AUM per client
- $109.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 4 | $95.2M |
| High net worth individuals | 17 | $2.13B |
| Pooled investment vehicles | 6 | $726.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.