Wealth manager, independent · SAN Francisco, CA
Point Olema Capital Partners, L.P.
SEC-registered investment adviser · CRD 304303 · SEC 801-116966
At a glance
Point Olema Capital Partners, L.P. is an SEC-registered investment adviser based in SAN Francisco, California, with $2.9B in regulatory assets under management as of its Form ADV filed July 31, 2026. It reports 17 individual clients, 17 of them high-net-worth, holding an average of about $125 million each, and 9 employees. That ranks it 369th among the nation’s 5,657 independent wealth management RIAs and 45th of 714 in California. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Up $41M from $2.9B in its previous filing; rank 378 → 369. This month’s movers →
Main office 415-851-0411pointolema.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.9B
- Rank among independent wealth managers
- #369 of 5,657
- Rank among all SEC RIAs
- #2,859 of 17,210
- Rank in California
- #45 of 714
- Individual clients
- 17
- High-net-worth clients
- 17
- Accounts
- 27
- Discretionary
- 24% of AUM
- Employees
- 9
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- John W. O'ConnorManaging Partner
- Nancy C. TurnerManaging Director, Client Investments
- Rachel L. KinnunenChief Operating Officer / Chief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Point Olema Capital Partners, L.P. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 17 | $2.1B | 72% |
| Pooled investment vehicles | 6 | $726M | 25% |
| Charitable organizations | 4 | $95M | 3% |
Private funds
Point Olema Capital Partners, L.P. reports 6 private funds with $776M in gross assets: hedge funds, private equity funds, venture capital funds, liquidity funds (Form ADV Item 7.B).
Disciplinary disclosures
Point Olema Capital Partners, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗pointolema.com ↗
AtlasMembers
The full record on Point Olema Capital Partners, L.P.
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, 6 years of filings
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- Growth over one, three and five years
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- Rank against 1,385 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Trilogy Capital, Inc.Irvine | $3.2B | 8,058 |
| Earned Wealth Advisors, LLCWalnut Creek | $3.1B | 1,461 |
| Intellectus Partners, LLCSAN Francisco | $3.0B | 197 |
| Asset Dedication, LLCSAN Francisco | $2.9B | 1,986 |
| Fort Point Capital Partners LLCSAN Francisco | $2.9B | 431 |
| Hollencrest Capital ManagementNewport Beach | $2.9B | 461 |
Background
Questions
How much does Point Olema Capital Partners, L.P. manage?
Point Olema Capital Partners, L.P. reports $2.9B in regulatory assets under management across 27 accounts, 24% of it on a discretionary basis, on its Form ADV filed July 31, 2026.
How many clients does Point Olema Capital Partners, L.P. have?
It reports 17 individual clients: 17 high-net-worth individuals and 0 other individuals. Individuals account for about 72% of its regulatory assets.
Where is Point Olema Capital Partners, L.P. headquartered?
Its main office is in SAN Francisco, California. It reports 2 offices in total and 9 employees, 4 of whom perform investment advisory functions.
How does Point Olema Capital Partners, L.P. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Point Olema Capital Partners, L.P. use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed July 31, 2026, it reports these amounts held: Fidelity ($217M); Charles Schwab ($91M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Point Olema Capital Partners, L.P. a hybrid RIA with a broker-dealer?
Point Olema Capital Partners, L.P. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Point Olema Capital Partners, L.P. a fiduciary?
As an SEC-registered investment adviser, Point Olema Capital Partners, L.P. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Point Olema Capital Partners, L.P.’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 (2026-07-31), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →