Overview
Assets Under Management: $165 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 6
Average Client Assets: $15.1 million
Frequently Asked Questions
OLIVE STREET CAPITAL PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300115), OLIVE STREET CAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
OLIVE STREET CAPITAL PARTNERS LLC is headquartered in LOS ANGELES, CA.
OLIVE STREET CAPITAL PARTNERS LLC serves 6 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, OLIVE STREET CAPITAL PARTNERS LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
OLIVE STREET CAPITAL PARTNERS LLC manages $165 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, OLIVE STREET CAPITAL PARTNERS LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.66%
Average Client Assets: $15.1 million
Total Client Accounts: 8
Discretionary Accounts: 8
Regulatory Filings
CRD Number: 300115
Filing ID: 2082055
Last Filing Date: 2026-03-31 12:07:38