POINT OLEMA CAPITAL PARTNERS, L.P.

1 Letterman Drive
Building A, Suite A3-700
San Francisco, California 94129
Tel: 415-851-0411

About POINT OLEMA CAPITAL PARTNERS, L.P.

POINT OLEMA CAPITAL PARTNERS, LP, formally registered with the SEC as POINT OLEMA CAPITAL PARTNERS, LP. The firm was established in 07/17/2019. They have over 1 offices throughout the country.

POINT OLEMA CAPITAL PARTNERS, L.P. is a San Francisco, California based Financial Planning firm with nearly $1,776,866,928 assets under management, offering retirement planning & investment advisory services to 24 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304303
SEC#	801-116966
Assets Managed by Firm	$1,776,866,928
No. of Clients	24
No. of Advisors	15

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	24	$1,776,866,928
High net worth individuals	18	$1,162,109,082

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