Managing Partner · Point Olema Capital Partners, L.P.
John W. O'Connor
CRD 6261711 · Named on Form ADV at one SEC-registered adviser
At a glance
Point Olema Capital Partners, L.P., an SEC-registered wealth manager based in SAN Francisco, CA with $2.9 billion in regulatory assets, lists John W. O'Connor on its Form ADV as Managing Partner, a control person.
Firms and roles
- Point Olema Capital Partners, L.P.Managing PartnerWealth manager · SAN Francisco, CA · $2.9B in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Nancy C. TurnerManaging Director, Client Investments, Point Olema Capital Partners, L.P.
- Rachel L. KinnunenChief Operating Officer / Chief Compliance Officer, Point Olema Capital Partners, L.P.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.