PO
POINT OLEMA CAPITAL PARTNERS, L.P.
SEC RegisteredSAN FRANCISCO, CAhttps://pointolema.com415-851-0411
Assets Under Management
$1B–$5B
Employees
9
Office Locations
1 office
Total Accounts
27
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesState/Municipal
Services
wealth_managementrisk_management
Private funds / alternatives
HedgePrivate EquityVenture Capital
Who they serve
| 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 |
0 total clients reported on Form ADV.
Leadership
John William O'connor
MANAGER OF MAIN POST ADVISORS MANAGEMENT, LLC
Llc Main Post Advisors Management
GENERAL PARTNER
John William O'connor
CO-MANAGING PARTNER
Eric Brian Upin
CO-MANAGING PARTNER
Eric Brian Upin
MANAGER OF MAIN POST ADVISORS MANAGEMENT, LLC
Iain Russell Mcneil
CHIEF COMPLIANCE OFFICER
Iain Russell Mcneil
CHIEF OPERATING OFFICER
Office locations
1 office in 1 state
CA
SAN FRANCISCOHQ
Regulatory & compliance
CRD number
#304303
SEC Number
801-116966
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
pointolema.comPhone
415-851-0411Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
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.