Point Olema Capital Partners, L.P.
SAN FRANCISCO, CA
Form ADV and provider website profile · CRD 304303 · regulatory data as of Jul 31, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Point Olema Capital Partners, L.P.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$2.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
27Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$718MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$2.2BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$2.9BTotal Firm AUM
$718MDiscretionary AUM
$2.2BNon-discretionary AUM
27Total accounts
7Discretionary accounts
20Non-discretionary accounts
Client Mix by Firm AUM
$2.9BFirm AUM
High-Net-Worth72.1%
Other Pooled Vehicles24.6%
Charities3.2%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth72.1%
17 clients$2.1B firm assets
Other Pooled Vehicles24.6%
6 clients$726M firm assets
Charities3.2%
4 clients$95M firm assets
Reported total27 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $2.1B | 17 | 72.1% |
| Other Pooled Vehicles | $726M | 6 | 24.6% |
| Charities | $95M | 4 | 3.2% |
| Reported total | $2.9B | 27 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…