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POINT OLEMA CAPITAL PARTNERS, L.P.

SAN FRANCISCO, CA · CRD 304303 · IAPD ↗ · pointolema.com · 415-851-0411

$2.95BRegulatory AUM
4Advisory reps
9Employees
0Clients
0Planning clients
6Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — POINT OLEMA CAPITAL PARTNERS, L.P. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — POINT OLEMA CAPITAL PARTNERS, L.P. reported RAUM up 42% ($2.04B -> $2.91B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2026 — POINT OLEMA CAPITAL PARTNERS, L.P. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
55
December 2025 — POINT OLEMA CAPITAL PARTNERS, L.P. shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — POINT OLEMA CAPITAL PARTNERS, L.P. shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — POINT OLEMA CAPITAL PARTNERS, L.P. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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