AdvisorCensus / Financial advisors / California / San Jose / Olive Partners Management
Olive Partners Management
Filed as OLIVE PARTNERS MANAGEMENT · Legal name Olive Partners Management LLC
Olive Partners Management is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Quick answers
From the filingHow is Olive Partners Management compensated?
On its Form ADV (Item 5.E, October 2026), Olive Partners Management reports these compensation arrangements: a percentage of assets under its management; other.
Where is Olive Partners Management located?
Olive Partners Management's principal office is in Palo Alto, CA, according to its Form ADV.
Is Olive Partners Management registered with the SEC or a state?
Olive Partners Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 335855.
How much does Olive Partners Management manage?
Olive Partners Management reports $465,172,142 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).
What types of clients does Olive Partners Management serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (14).
Does Olive Partners Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335855
What changed in Olive Partners Management's recent Form ADV filings?
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$465,172,142 as of October 2026, filing dated October 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Olive Partners Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 14. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $465,172,142 | 14 | October 1, 2026 |
| October 2025 | Not reported | Not reported | April 4, 2025 |
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Updated its list of owners and control persons (Schedule A).
- July 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Olive Partners Management (CRD 335855): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/olive-partners-management-palo-alto-ca-335855