OLIVE TREE ASSET MANAGEMENT

OLIVE TREE ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 311825). Regulatory assets under management: $12.5M.

Registration

• CRD: 311825
• Type: Registered investment adviser
• Phone: (248) 962-3207
• Latest filing: 2026-03-22
• Regulatory AUM: $12.5M
• Discretionary AUM: $10.8M
• Non-discretionary AUM: $1.7M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311825 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search