Point Olema Capital Partners, L.P.
SEC RegisteredAn Investment Office Serving Families and Foundations
About the firm
Point Olema Capital Partners is a private investment office serving families and foundations. They build and manage custom, institutional-quality portfolios designed to protect and grow capital over multiple generations through extensive investment experience, institutional-style structure, and access to exceptional investment talent. The firm is owned by its employees and clients and operates as a fiduciary.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Point Olema offers Investment Portfolio Management encompassing tailored wealth design, strategic liquidity planning, rigorous performance benchmarking, and integration with existing financial advisor relationships. They also manage Alternative Asset Class Strategies including Private Equity, Venture Capital, Diversifying Assets, and Concentrated Public Equity Funds, delivered through proprietary fund vehicles as multi-asset class portfolio building blocks or standalone solutions.
Who they serve
Families and foundations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 17 | $2.1B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 6 | $685M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Regulatory & compliance
Data as of March 27, 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. Point Olema Capital Partners, 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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