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Point Olema Capital Partners, L.p.

Point Olema Capital Partners, L.p.. CRD 304303

Point Olema Capital Partners, L.p. logo

CRD: 304303

Point Olema Capital Partners, L.p.

SAN Francisco, CA, 94129
4158510411
www.pointolema.com
$2.9B Total AUM
$718.0M Disc. AUM
24.1% 3Y CAGR
9 Employees
27 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · JP Morgan
Clients
Retail and Institutional
Platforms
OptimaMatrix north +more
Established Date
09-01-2016
Office Locations
2

Office Locations

1 Letterman Drive, Suite A3700 SAN Francisco CA
38 Keyes STE 130 SAN Francisco CA

About Point Olema Capital Partners, L.p.

Point Olema Capital Partners is a private investment office serving families and foundations, building custom, institutional-style portfolios for multi-generational goals. The firm provides portfolio management (wealth design, liquidity planning, performance benchmarking, and coordination with existing advisors) and alternative strategies via proprietary vehicles spanning venture capital, private equity, diversifying assets, and concentrated public equity.

Team overview

30 AVG AGE
$726.8M AVG AUM / ADVISOR
$107.7M AVG AUM / CLIENT
7.1 yrs AVG TENURE
9 Employees
4 Advisory Reps
0 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Element Vital zenith Quantum legacy Focus Summit vital

Client Personas

Wave

Custodian

Crest focus Vector Atlas wave

Investment Themes

Alpha Eagle value

Investment Vehicles

Signal Beacon Foundation legacy

Services

Glacier north Focus atlas Vital fusion Atlas

Technology

Vertex pathway Vector eagle Optima meridian Glacier vital

Owner & Executives

JOHN WILLIAM O'CONNOR

JOHN WILLIAM O'CONNOR

Managing Partner

CRD
--
Ownership
25% but less than 50%
(528) 440-8409
pioneer.foundation@timbercapital.com
in linkedin.com/in/harbor-atlas
NANCY CAROLYN TURNER

NANCY CAROLYN TURNER

MANAGING DIRECTOR

CRD
--
Ownership
10% but less than 25%
(871) 620-6390
glacier.element@zenithcapital.com
in linkedin.com/in/zenith-prime
C

Crest frontier

Value delta crest

CRD
#73592
Ownership
34.6%
(490) 315-8922
ember.pioneer@oakcapital.com
in linkedin.com/in/ember-focus

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Contacts

C

Conlon Garcia

--

CRD
--
(491) 257-6665
fusion.pioneer@embercapital.com
in linkedin.com/in/frontier-focus
A

Audrey Han

Senior Associate

CRD
--
(940) 694-7201
matrix.optima@catalystcapital.com
in linkedin.com/in/catalyst-delta
O

Optima delta

Frontier horizon capital

CRD
#19330
(225) 242-9930
beacon.eagle@momentumcapital.com
in linkedin.com/in/unison-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-30-2022
06-23-2023
10-16-2024
08-29-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $718,011,470 $102,573,067
Non-Discretionary $2,189,305,623 $109,465,281
Total $2,907,317,093 $107,678,411

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Separately Managed Accounts

Total SMA Asset: $2,221,946,030

$2.2B Total SMA
Public Funds:
19.0%
Equity - OTC:
25.7%
Equity - Exchange:
8.0%
Private Funds:
24.5%
Municipal Bonds:
13.9%
U.S. Government/Agency:
8.9%
Asset class Assets Assets %
Public Funds $405,175,869 19.0%
Equity - OTC $548,053,675 25.7%
Equity - Exchange $170,600,366 8.0%
Private Funds $522,463,620 24.5%
Municipal Bonds $296,418,136 13.9%
U.S. Government/Agency $189,792,907 8.9%
Total $2,132,504,573 100.0%

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