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CRD 304303
SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| POINT OLEMA U.S. VENTURE CAPITAL PORTFOLIO, L.P. | Venture Capital Fund | $306M | Jul 31, 2026 | 45 | Nov 14, 2019 | reported | 021-345685 |
| POINT OLEMA U.S. PRIVATE EQUITY PORTFOLIO, L.P. | Private Equity Fund | $268M | Jul 31, 2026 | 38 | Nov 14, 2019 | reported | 021-353193 |
| POINT OLEMA U.S. CONCENTRATED PUBLIC EQUITY PORTFOLIO, L.P. | Hedge Fund | $76.1M | Jul 31, 2026 | 12 | Mar 26, 2021 | reported | 021-383990 |
| POINT OLEMA DIVERSIFYING ASSETS - PRIVATE INVESTMENTS PORTFOLIO, L.P. | Private Equity Fund | $52.4M | Jul 31, 2026 | 12 | Mar 26, 2021 | reported | 021-364192 |
| CAA-POINT OLEMA US VC PORTFOLIO, L.P. | Venture Capital Fund | $49.6M | Jul 31, 2026 | 51 | Mar 31, 2022 | reported | 021-427433 |
| POINT OLEMA RESERVE LIQUIDITY, L.P. | Liquidity Fund | $23.9M | Jul 31, 2026 | 25 | Mar 26, 2021 | reported | 021-386985 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| O'CONNOR, JOHN, WILLIAM | MANAGING PARTNER | C | yes | 05/2019 | Jul 31, 2026 | Jul 31, 2026 |
| POINT OLEMA CAPITAL PARTNERS | GENERAL PARTNER | Na | yes | 05/2019 | Jul 31, 2026 | Jul 31, 2026 |
| KINNUNEN, RACHEL, LOUISE | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | Na | yes | 09/2016 | Oct 16, 2024 | Oct 16, 2024 |
| O'CONNOR, JOHN, WILLIAM | MANAGER OF POINT OLEMA CAPITAL PARTNERS MANAGEMENT, L.L.C. | D | yes | 05/2019 | Jun 17, 2019 | Oct 16, 2024 |
| POINT OLEMA CAPITAL PARTNERS MANAGEMENT, L.L.C. | GENERAL PARTNER | Na | yes | 05/2019 | Mar 27, 2020 | Oct 16, 2024 |
| UPIN, ERIC, BRIAN | MANAGER OF POINT OLEMA CAPITAL PARTNERS MANAGEMENT, L.L.C. | D | yes | 05/2019 | Jun 17, 2019 | Oct 16, 2024 |
| UPIN, ERIC, BRIAN | CO-MANAGING PARTNER | C | yes | 05/2019 | Jun 17, 2019 | Oct 16, 2024 |
| TURNER, NANCY, CAROLYN | MANAGING DIRECTOR, CLIENT INVESTMENTS CHIEF COMPLIANCE OFFICER | B | no | 06/2022 | Jul 31, 2026 | Jul 31, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| POINT OLEMA CAPITAL PARTNERS MANAGEMENT, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| POINT OLEMA DIVERSIFYING ASSETS - PRIVATE INVESTMENTS PORTFOLIO MANAGEMENT, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| POINT OLEMA RESERVE LIQUIDITY MANAGEMENT, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| POINT OLEMA U.S. CONCENTRATED PUBLIC EQUITY MANAGEMENT, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| POINT OLEMA U.S. PRIVATE EQUITY PORTFOLIO MANAGEMENT, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| POINT OLEMA U.S. VENTURE CAPITAL PORTFOLIO MANAGEMENT, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $2.9B | $718M | 9 | 4 | 1 | 6 | n/a |
| 2024 | Mar 31, 2025 | $2.0B | $687M | 12 | 7 | 1 | 6 | n/a |
| 2023 | Mar 29, 2024 | $1.8B | $653M | 15 | 10 | 0 | 6 | $656M |
| 2022 | Mar 31, 2023 | $1.5B | $557M | 16 | 10 | 0 | 6 | $578M |
| 2021 | Mar 31, 2022 | $1.3B | $471M | 12 | 7 | 0 | 6 | $471M |
| 2020 | Mar 26, 2021 | $931M | $325M | 8 | 6 | 0 | 5 | $325M |
| 2019 | Mar 27, 2020 | $152M | $152M | 6 | 6 | 0 | 2 | $152M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.9B | $2.0B | 44.4% | $1.5B | 25.8% | 9 | 12 | 1 | 1 |