Point Olema Capital Partners, L.P.
- Regulatory AUM
- $2.9B
- Discretionary
- $718M
- Clients
- 27
- Avg AUM / client
- $109M
- Accounts
- 27
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 17 | $2.1B | 72.1% |
| Pooled investment vehicles (non-investment companies) | 6 | $726M | 24.6% |
| Charitable organizations | 4 | $95.2M | 3.23% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $656M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Point Olema U.S. Venture Capital Portfolio, L.P. | Venture Capital Fund | Delaware | $242M | 45 |
| Point Olema U.S. Private Equity Portfolio, L.P. | Private Equity Fund | Delaware | $231M | 38 |
| Point Olema U.S. Concentrated Public Equity Portfolio, L.P. | Hedge Fund | Delaware | $61.4M | 12 |
| Point Olema Diversifying Assets Private Investments Portfolio, L.P. | Private Equity Fund | Delaware | $47.6M | 12 |
| Caa Point Olema Us Vc Portfolio, L.P. | Venture Capital Fund | Delaware | $42.6M | 51 |
| Point Olema Reserve Liquidity, L.P. | Liquidity Fund | Delaware | $30.9M | 25 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kinnunen, Rachel, Louise | Chief Operating Officer / Chief Compliance Officer | Sep 2016 (10y) | Less than 5% | |
| O'connor, John, William | Co Managing Partner | May 2019 (7y) | ≈ 0% – 3.75% via Point Olema Capital Partners Management, L.L.C. | |
| Upin, Eric, Brian | Co Managing Partner | May 2019 (7y) | ≈ 0% – 3.75% via Point Olema Capital Partners Management, L.L.C. | |
| Turner, Nancy, Carolyn | Managing Director, Client Investments | Jun 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Point Olema Capital Partners Management, L.L.C. | General Partner | May 2019 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- O'connor, John, William: 50% – 75% of Point Olema Capital Partners Management, L.L.C. × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Upin, Eric, Brian: 50% – 75% of Point Olema Capital Partners Management, L.L.C. × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $656M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Point Olema U.S. Venture Capital Portfolio, L.P. | Venture Capital Fund | $242M | $0 | 45 |
| Point Olema U.S. Private Equity Portfolio, L.P. | Private Equity Fund | $231M | $0 | 38 |
| Point Olema U.S. Concentrated Public Equity Portfolio, L.P. | Hedge Fund | $61.4M | $0 | 12 |
| Point Olema Diversifying Assets Private Investments Portfolio, L.P. | Private Equity Fund | $47.6M | $0 | 12 |
| Caa Point Olema Us Vc Portfolio, L.P. | Venture Capital Fund | $42.6M | $0 | 51 |
| Point Olema Reserve Liquidity, L.P. | Liquidity Fund | $30.9M | $0 | 25 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.48 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $217M (7% of AUM) Jul 2026
- Fidelity Brokerage Services $170M (10% of AUM) Oct 2024
- Charles Schwab & Co. $90.9M (3% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗