Point Olema Capital Partners, L.P

CRD#304303
Investment Advisor Firm

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

Overview

Point Olema Capital Partners, L.P is a financial advisory company based in San Francisco, California. It administers $1.3 billion in total assets across 18 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management (AUM). It has a small team, including 7 financial advisors. Point Olema Capital Partners, L.P is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal assets like bonds, options and equities.

Point Olema Capital Partners, L.P administers some of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell choices are made by an investment advisor without requiring client permission. Point Olema Capital Partners, L.P also manages 12 non-discretionary accounts totaling $846.6 million in AUM. The investment advisory firm's average account size is $73.2 million. The typical financial advisor at Point Olema Capital Partners, L.P administers about three client accounts, placing it among the most personalized financial advisor firms in the country.

Point Olema Capital Partners, L.P’s central office is located at 1 Letterman Drive, San Francisco, California 94129. It is registered to serve customers in the state of California.

Assets Under Management

$1.3 billion

Number of Advisors

7

Disclosures

No

Office Location

1 Letterman Drive
San Francisco, CA 94129

Point Olema Capital Partners, L.P by the Numbers

Total Assets Under Management

$1.3 billion

National Average: $9.0 billion
Total Number of Employees

12

National Average: 71,771
Total Number of Accounts

18

National Average: 4,329
Average Account Size

$73.2 million

National Average: $2.1 million

Find a dedicated advisor for your needs

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Products and Services

Point Olema Capital Partners, L.P provides a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. It does not sell products or offer services apart from investment advisory services to its investment advisory accounts.

Core Advisor Services

  • Find a firm that offers this service

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 47% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Find a firm that offers this service

    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 21% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

  • Find a firm that offers this service

    Publication of Periodicals

    This is the publication of various financial education materials.

  • Find a firm that offers this service

    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

Back to Overview

Fee Structure

Financial advisory fees usually are based on the financial services provided. Fee types billed by Point Olema Capital Partners, L.P most likely are comprised of any blend of the following fee types: asset-based or performance-based. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

Available

  • Offered by 70% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 33% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Back to Overview

Types of Clients

Point Olema Capital Partners, L.P works with high net worth investors and pooled investment vehicles. Out of its 18 customers, Point Olema Capital Partners, L.P's largest client type by number of accounts is high net worth investors, but it also manages money for 12 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts reside abroad.

  • High-Net-Worth Individuals* - 66.67%
  • Other Individuals - 0%
  • Corporations - 33.33%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

Find an advisor who will work directly with you

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Disclosures

Point Olema Capital Partners, L.P does not have any disclosures.

Please visit its Form ADV for more details.

Back to Overview
Back to Overview

Find a financial advisor near you

If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.

Back to Overview

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.