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POINT OLEMA CAPITAL PARTNERS, L.P.
POINT OLEMA CAPITAL PARTNERS, L.P.
SAN FRANCISCO, California
·
5 registered advisors
·
CRD# 304303
SEC# 801-116966
0
415-851-0411
01
Firm Overview
AUM
$1.8B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at POINT OLEMA CAPITAL PARTNERS, L.P.
5 registered advisors
Eric Brian Upin
SAN FRANCISCO, California
CRD# 2368805
Iain Russell Mcneil
SAN FRANCISCO, California
CRD# 7200114
John William O'connor
SAN FRANCISCO, California
CRD# 6261711
Nancy Carolyn Turner
SAN FRANCISCO, California
CRD# 4525678
Rachel Louise Kinnunen
SAN FRANCISCO, California
CRD# 4573893
05
Office Locations
SAN FRANCISCO, California
5 advisors
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Data sourced from SEC Form ADV filings. POINT OLEMA CAPITAL PARTNERS, L.P. (CRD# 304303) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.