Olstein Capital Management, L.P.
SEC RegisteredWe believe in the logic of value investing.
About the firm
Founded in 1995, Olstein Capital Management follows an accounting-driven, value-oriented investing philosophy based on the premise that the price of a common stock may not reflect the true value of a company's underlying business. Olstein's investment team employs analytical and valuation methods pioneered by Robert Olstein as co-founder and publisher of the Quality of Earnings Report, with valuations based on free cash flow.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Olstein Capital Management offers actively managed mutual funds, including the Olstein All Cap Value Fund and the Olstein Strategic Opportunities Fund, employing an accounting-driven, value-oriented investment process focused on quality of earnings assessment and free cash flow valuation.
Who they serve
Financial advisors, individual investors, and institutional investors.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Separate Accounts - First $10M | 1.00% |
| Separate Accounts - Next $15M | 0.75% |
| Separate Accounts - Next $75M | 0.60% |
| Separate Accounts - In excess of $100M | 0.50% |
| Olstein All Cap Value Fund - First $1B | 1.00% |
| Olstein All Cap Value Fund - Over $1B to $1.5B | 0.95% |
| Olstein All Cap Value Fund - Over $1.5B to $2B | 0.90% |
| Olstein All Cap Value Fund - Over $2B to $2.5B | 0.85% |
| Olstein All Cap Value Fund - Over $2.5B to $3B | 0.80% |
| Olstein All Cap Value Fund - Over $3B | 0.75% |
| Olstein Strategic Opportunities Fund - All assets | 1.00% |
| Portfolio Advisory Services Model Portfolio - All assets | 0.40% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Olstein Capital Management, L.P. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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