Point Olema Capital Partners

EST. AUM
$2,948,080,368

CONTACTS
5

CLIENT ACCOUNTS
27

Firm Details

Metro area San Francisco
CRD Number 304303
Website pointolema.com
Client types

Overview

Point Olema Capital Partners is a private investments office that builds customized endowment-style portfolios for prominent individuals and families looking to sustain significant long-term wealth. Bringing decades of experience leading investments and governance for some of the top endowments and family office businesses, co-founders Eric Upin and John O’Connor founded Point Olema to bring the benefits and best practices of an institutional quality portfolio to families looking to establish a multigenerational legacy, where tax considerations add to the complexity of managing their investments. Point Olema builds upon deep industry relationships and a track record of investing with top manager talent and funds over multigenerational time horizons. The Point Olema team developed an investment strategy to stand the test of time like a university endowment. Through exposure to alternative asset classes and innovative fund structures geared toward long-term returns, Point Olema’s multifamily office portfolio is designed to preserve wealth for many generations to come.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Point Olema Capital Partners

Platform Details

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