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OLIVE STREET CAPITAL PARTNERS LLC

LOS ANGELES, CA · CRD 300115 · IAPD ↗ · 3105041101

$165.3MRegulatory AUM
1Advisory reps
2Employees
4Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2025 — OLIVE STREET CAPITAL PARTNERS LLC (LOS ANGELES, CA) is newly SEC-registered with $145.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.