The OLIVE STREET CAPITAL PARTNERS is a privately held investment adviser that advises $165.33mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. OLIVE STREET CAPITAL PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 7.47 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 12424 WILSHIRE BLD SUITE 720, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 1 investment and 1 non-investment staff. The total number of Employees decreased by 33.33% over the last 5-years.
Their $165.33mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $90.37mn or 54.66% of Total Assets and Insurance Companies own $51.76mn or 31.31% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Insurance Companies.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
OLIVE STREET CAPITAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.