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Managing Director, Client Investments · Point Olema Capital Partners, L.P.

Nancy C. Turner

CRD 4525678 · 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 Nancy C. Turner on its Form ADV as Managing Director, Client Investments.

Firms and roles

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Nancy’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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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

  • John W. O'ConnorManaging Partner, 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 Nancy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.