POINT OLEMA CAPITAL PARTNERS, L.P. of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 304303). Regulatory assets under management: $2.9B.
Compensation: % of AUM, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Eric Brian Upin | CO-MANAGING PARTNER; MANAGER OF POINT OLEMA CAPITAL PARTNERS MANAGEMENT, L.L.C. | San Francisco, CA |
| John William O'Connor | CO-MANAGING PARTNER; MANAGER OF POINT OLEMA CAPITAL PARTNERS MANAGEMENT, L.L.C.; MANAGING PARTNER | — |
| Nancy Carolyn Turner | MANAGING DIRECTOR, CLIENT INVESTMENTS | — |
| Rachel Louise Kinnunen | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| UPIN ERIC BRIAN | CO-MANAGING PARTNER; MANAGER OF MAIN POST ADVISORS MANAGEMENT, LLC; MANAGER OF POINT OLEMA CAPITAL PARTNERS MANAGEMENT, L.L.C. | — |
| O'CONNOR EDWARD WILLIAM | CO-MANAGING PARTNER; CO-MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER; MANAGER OF MAIN POST ADVISORS MANAGEMENT, LLC (+1 more) | — |
| MCNEIL IAIN RUSSELL | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| TURNER NANCY CAROLYN | MANAGING DIRECTOR, CLIENT INVESTMENTS | — |
| KINNUNEN RACHEL LOUISE | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |