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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | AUM | $2,907,317,093 | $2,948,080,368 | increased by$40,763,275 |
| Apr 1, 2026 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2026 | AUM | $2,041,140,608 | $2,907,317,093 | increased by$866,176,485 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 12 | 10 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 18 | 27 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,317,402,787 | $2,041,140,608 | increased by$723,737,821 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 18 | 27 | increased by9 |
| Apr 1, 2022 | Employees | 8 | 12 | increased by4 |
| Apr 1, 2022 | Clients | 16 | 18 | increased by2 |
| Apr 1, 2022 | AUM | $931,470,266 | $1,317,402,787 | increased by$385,932,521 |
| Apr 1, 2022 | Accounts | 16 | 18 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “POINT OLEMA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POINT OLEMA” may also match similarly-named firms). Confirm identity against each filing.
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.