# Point Olema Capital Partners, L.P.

> Point Olema Capital Partners, L.P. is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 304303
- Filed as: POINT OLEMA CAPITAL PARTNERS, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304303
- AdvisorCensus page: https://advisorcensus.com/firm/point-olema-capital-partners-l-p-san-francisco-ca-304303

## Quick answers

**How is Point Olema Capital Partners, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Point Olema Capital Partners, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Point Olema Capital Partners, L.P. charge?**
Its Form ADV Part 2A brochure dated July 31, 2026 states: Asset-based fee: up to 0.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Point Olema Capital Partners, L.P. located?**
Point Olema Capital Partners, L.P.'s principal office is in San Francisco, CA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Point Olema Capital Partners, L.P. registered with the SEC or a state?**
Point Olema Capital Partners, L.P. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304303.

**How much does Point Olema Capital Partners, L.P. manage?**
Point Olema Capital Partners, L.P. reports $2,948,080,368 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (24% discretionary).

**How have Point Olema Capital Partners, L.P.'s assets and staff changed since 2021?**
In the Form ADV data for Point Olema Capital Partners, L.P.: Regulatory assets under management: $931,470,266 in the October 2021 data and $2,948,080,368 in the October 2026 data, up 216%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Point Olema Capital Partners, L.P. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); pooled investment vehicles (other than investment companies and business development companies) (6); charitable organizations (4).

**Which custodians does Point Olema Capital Partners, L.P. use?**
Point Olema Capital Partners, L.P.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Point Olema Capital Partners, L.P. 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/304303

**What changed in Point Olema Capital Partners, L.P.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $2,041,140,608 to $2,907,317,093 (+42%). Registered or notice-filed in NH.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026)

- Asset-based fee: up to 0.75% of assets a year (the maximum the brochure states)

> The Asset Based Fees are billed directly to the Advisory Accounts at a rate up to 0.75% and are payable in advance, on a quarterly basis as of the beginning of each calendar quarter, based on the net market value of the Managed Assets at the beginning of the quarter.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- 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: $2,948,080,368
- Discretionary: $718,011,470
- Non-discretionary: $2,230,068,898

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 17 | $2,126,779,290 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $726,134,338 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 4 | $95,166,740 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Los Angeles, CA

### Websites listed on Form ADV (Item 1.I)
- [pointolema.com](https://pointolema.com)
- LinkedIn @point-olema

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $931,470,266 | 8 | March 26, 2021 |
| October 2022 | $1,317,402,787 | 12 | June 30, 2022 |
| October 2023 | $1,481,624,243 | 16 | June 23, 2023 |
| October 2024 | $1,776,866,928 | 15 | April 1, 2024 |
| October 2025 | $2,041,140,608 | 12 | March 31, 2025 |
| October 2026 | $2,948,080,368 | 9 | July 31, 2026 |

Regulatory assets under management: $931,470,266 in the October 2021 data and $2,948,080,368 in the October 2026 data, up 216%.
Total employees: 8 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $2,041,140,608 to $2,907,317,093 (+42%).
- Registered or notice-filed in NH.

### December 2025
- Employees performing advisory functions went from 7 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Point Olema Capital Partners, L.P. (CRD 304303): Form ADV filing data as of October 2026.