Individual
EntityPOINT OLEMA CAPITAL PARTNERS MANAGEMENT, L.L.C.StatusMANAGER OF POINT OLEMA CAPITAL PARTNERS MANAGEMENTReported since05/2019Ownership50% but less than 75%Control personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 05/2019
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 05/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 06/2022
- Type
- Individual
- Control person
- No
- Ownership
- 10% but less than 25%
- Reported since
- 09/2016
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| L.L.C. Point Olema Capital Partners Management | General Partner | 05/2019 | Domestic entity | Yes | Less than 5% |
| John William O'Connor | Managing Partner | 05/2019 | Individual | Yes | 25% but less than 50% |
| Nancy Carolyn Turner | Managing Director, Client Investments | 06/2022 | Individual | No | 10% but less than 25% |
| Rachel Louise Kinnunen | Chief Operating Officer / Chief Compliance Officer | 09/2016 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVOwners & Executives
Source: Form ADVJW
John William O'Connor
Managing Partner
NC
Nancy Carolyn Turner
Managing Director, Client Investments
RL
Rachel Louise Kinnunen
Chief Operating Officer / Chief Compliance Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives4
Indirect ownership records1
Regulatory statusSEC registered investment adviser
SEC registration dateJul 17, 2019
CRD number304303