Adviser Profile
| As of Date | 08/02/2025 |
| Registration status | Registration Changed to OLIVE STREET CAPITAL PARTNERS LLC |
| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 310 xxxxxxx |
| AUM* | 145,268,877 33% |
| of that, discretionary | 145,268,877 33% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 18,158,610 17% |
| % High Net Worth | 75.00% 5% |
| SMA’s | No |
| Private Funds | 0 2 |
Adviser Type
Client Types
- High net worth individuals
- Pooled investment vehicles
- Insurance companies
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1