Private fund adviser · Palo Alto, CA
Olive Partners Management
Olive Partners Management LLC · SEC-registered investment adviser · CRD 335855 · SEC 801-136936
At a glance
Olive Partners Management is an SEC-registered investment adviser based in Palo Alto, California, with $465 million in regulatory assets under management as of its Form ADV filed October 1, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,126th of 4,686 private fund advisers and 8,128th of 17,210 SEC-registered advisers by assets.
Main office 650-665-7252olivepartners.coAs filed on Form ADV
- Regulatory AUM
- $465M
- Rank among private fund advisers
- #3,126 of 4,686
- Rank among all SEC RIAs
- #8,128 of 17,210
- Rank in California
- #940 of 1,873
- Clients
- 14
- Accounts
- 14
- Discretionary
- 100% of AUM
- Employees
- 14
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Wei ZhouGeneral Partner & Member
- Byron YeManaging Partner & Member
- Ying XiongChief Financial Officer
- Michael G. ScallyChief Compliance Officer
Custody and brokerage
Custodian
Olive Partners Management’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: Ark Group Holdings (hong Kong) Limited, Ark Securities LLC and Ark Wealth Management Singapore PTE. LTD..
- Ark Group Holdings (hong Kong) Limited
- Ark Securities LLC ↗CRD 246787
- Ark Wealth Management Singapore PTE. LTD.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 14 | $465M | 100% |
Private funds
Olive Partners Management reports 14 private funds with $465M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Olive Partners Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗olivepartners.co ↗
AtlasMembers
The full record on Olive Partners Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff from each filing
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- Growth over one, three and five years
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- Rank against 2,272 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Olive Partners Management manage?
Olive Partners Management reports $465 million in regulatory assets under management across 14 accounts, 100% of it on a discretionary basis, on its Form ADV filed October 1, 2026.
What kind of firm is Olive Partners Management?
Olive Partners Management is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Olive Partners Management’s clients?
By assets, its largest client types are pooled investment vehicles ($465 million, 14 clients).
Does Olive Partners Management manage private funds?
Yes. It reports 14 private funds with $465 million in gross assets, including private equity funds.
Does Olive Partners Management have any disciplinary history?
Olive Partners Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Olive Partners Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →