{ "crd_number": 300115, "slug": "olive-street-capital-partners-llc-los-angeles-ca-300115", "primary_business_name": "OLIVE STREET CAPITAL PARTNERS LLC", "legal_name": "OLIVE STREET CAPITAL PARTNERS LLC", "dbas": [], "city": "Los Angeles", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2025-07-31", "years_registered": 1, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 165329411.0, "raum_discretionary": 165329411.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 2, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "insurance_companies": { "raum": 51761248.0, "count": 1 }, "high_net_worth_individuals": { "raum": 90368163.0, "count": 6 }, "pooled_investment_vehicles": { "raum": 23200000.0, "count": 1 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300115", "city_as_filed": "LOS ANGELES", "url": "https://advisorcensus.com/firm/olive-street-capital-partners-llc-los-angeles-ca-300115", "display_name": "Olive Street Capital Partners LLC", "summary": "Olive Street Capital Partners LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Olive Street Capital Partners LLC (CRD 300115): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Olive Street Capital Partners LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Olive Street Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Olive Street Capital Partners LLC located?", "a": "Olive Street Capital Partners LLC's principal office is in Los Angeles, CA, according to its Form ADV." }, { "q": "Is Olive Street Capital Partners LLC registered with the SEC or a state?", "a": "Olive Street Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 300115." }, { "q": "How much does Olive Street Capital Partners LLC manage?", "a": "Olive Street Capital Partners LLC reports $165,329,411 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Olive Street Capital Partners LLC's assets and staff changed since 2025?", "a": "In the Form ADV data for Olive Street Capital Partners LLC: Regulatory assets under management: $145,268,877 in the October 2025 data and $165,329,411 in the October 2026 data, up 14%. Total employees: 3 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Olive Street Capital Partners LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (6); pooled investment vehicles (other than investment companies and business development companies) (1); insurance companies (1)." }, { "q": "Which custodians does Olive Street Capital Partners LLC use?", "a": "Olive Street Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Olive Street Capital Partners LLC report any disciplinary disclosures?", "a": "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/300115" }, { "q": "What changed in Olive Street Capital Partners LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $145,268,877 to $165,329,411 (+14%)." } ], "filing_history": [ { "period": "2025-10-01", "regulatory_assets_under_management": 145268877.0, "total_employees": 3, "filing_date": "2025-07-01" }, { "period": "2026-10-01", "regulatory_assets_under_management": 165329411.0, "total_employees": 2, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $145,268,877 to $165,329,411 (+14%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated", "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "affiliated": false }, { "name": "National Financial Services LLC", "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/olive-street-capital-partners-llc-los-angeles-ca-300115.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 6, "fewer_than_5": false, "raum": 90368163.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 1, "fewer_than_5": false, "raum": 23200000.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 1, "fewer_than_5": false, "raum": 51761248.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300115", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }