# Olive Street Capital Partners LLC

> 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.

- CRD: 300115
- Filed as: OLIVE STREET CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300115
- AdvisorCensus page: https://advisorcensus.com/firm/olive-street-capital-partners-llc-los-angeles-ca-300115

## Quick answers

**How is Olive Street Capital Partners LLC compensated?**
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.

**Where is Olive Street Capital Partners LLC located?**
Olive Street Capital Partners LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Olive Street Capital Partners LLC registered with the SEC or a state?**
Olive Street Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 300115.

**How much does Olive Street Capital Partners LLC manage?**
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).

**How have Olive Street Capital Partners LLC's assets and staff changed since 2025?**
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.

**What types of clients does Olive Street Capital Partners LLC serve?**
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).

**Which custodians does Olive Street Capital Partners LLC use?**
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.

**Does Olive Street Capital Partners LLC 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/300115

**What changed in Olive Street Capital Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $145,268,877 to $165,329,411 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $165,329,411
- Discretionary: $165,329,411
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 6 | $90,368,163 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $23,200,000 |
| Insurance companies | 1 | $51,761,248 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $145,268,877 | 3 | July 1, 2025 |
| October 2026 | $165,329,411 | 2 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $145,268,877 to $165,329,411 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Olive Street Capital Partners LLC (CRD 300115): Form ADV filing data as of October 2026.