This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$564MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$564M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

11

Advisory employees

6

Offices

0Schedule D 1.F, beyond the principal office

Accounts

2

SEC number

801-49252

CIK

947996

CRD

38474

Filings on the tape

20

First filed

Mar 27, 2012

Latest filed

Mar 30, 2026

Organised

Limited Partnership, NY

Website

olsteinfunds.com

• Occurred

  Mar 30, 2022
  Control person joined

  Robert Eric Heyman (President/Lead Portfolio Manager/Director Of Research) appeared on Schedule A of Olstein Capital Management, L.P.

  Form ADVobserved 4 days ago
• Occurred

  Mar 30, 2022
  Control person left

  Michael Luper (President/Limited Partner) no longer on Schedule A of Olstein Capital Management, L.P. (listed 2021-03-31, absent 2022-03-30)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8d1d40e9-9c2c-737c-ed24-9300d1bb0447

First observed

Mar 27, 2012

Last observed

Mar 30, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.