Data / Investment advisers / California / Olive Street Capital Partners LLC
Olive Street Capital Partners LLC, Los Angeles, CA: $165 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Olive Street Capital Partners LLC is an SEC registered investment adviser with its main office in Los Angeles, California and reports $165 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, insurance companies and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 300115
- SEC file number
- 801-134084
- SEC status
- Approved, effective July 31, 2025
- Main office
- 12424 Wilshire BLD Suite 720, Los Angeles, CA 90025
- Phone
- (310) 504-1101
- Regulatory AUM
- $165,329,411 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $165,329,411
- Accounts
- 8
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 1: 1 real estate fund
- Gross assets of private funds
- $23,200,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $90.4 million |
| Insurance companies | 1 | $51.8 million |
| Pooled investment vehicles | 1 | $23.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $165.3 million | March 31, 2026 |
| December 1, 2025 | $145.3 million | July 1, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Genter Advisors LLC | Los Angeles | $182.8 million | Not listed | adviserinfo.sec.gov |
| Square Nine Capital, LP | Los Angeles | $180.9 million | 1 | adviserinfo.sec.gov |
| Power Asset Management LLC | Los Angeles | $175 million | Not listed | adviserinfo.sec.gov |
| Igw Advisory Investment Management LLC | Los Angeles | $170.5 million | Not listed | adviserinfo.sec.gov |
| Avise Financial | Los Angeles | $169.4 million | Not listed | adviserinfo.sec.gov |
| Clairmont Capital Group, LLC | Los Angeles | $160.3 million | 7 | adviserinfo.sec.gov |
| Walk-On Capital, LLC | Los Angeles | $155.1 million | 2 | adviserinfo.sec.gov |
| R.H. Dinel Investment Counsel,Inc. | Los Angeles | $153.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving insurance companies
- Advisers that manage private funds
- Olive Street Capital Partners LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.