DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

O• M••••••••• L••

Asset manager (funds and pooled vehicles)Boston, MassachusettsCRD 284192SEC 801-126317websiteIAPD
Latest filing Apr 28, 2026
First filing on the tape Jun 30, 2022 · 8 filings
SEC status approved since Aug 3, 2022
RAUM
$232M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
40
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$232M as of Apr 28, 2026
Mar 29, 2023$239M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 28, 2026
Mar 29, 20230 then
Employees (5.A)4 as of Apr 28, 2026
Mar 29, 20234 then
Private funds40 as of Apr 28, 2026
Mar 29, 202348 then
RAUM +10% over the last fiscal year-0.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 28, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$5.8MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+10%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$232M, 40 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$232M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
40reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$232M for 40 clientsreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      56 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      O• D••••• F••• I• L•Venture Capital Fund$39.3M48Jun 30, 2022
      O• A••• F•••••• F••• I• L••Venture Capital Fund$15.8M43Jun 30, 2022
      Z••• V••••••• F••• I• L••Venture Capital Fund$13.3M2Jun 30, 2022
      Q•• H•••••••• L••no longer reportedVenture Capital Fund$10.9M5Jun 30, 2022
      O••• F•••••• F••• I• L••Venture Capital Fund$8.8M37Jun 30, 2022
      O• H•• F••• I• L••Venture Capital Fund$8.7M25Jun 30, 2022
      O• B•••• F••• I••• L••no longer reportedVenture Capital Fund$8.4M37Jun 30, 2022
      O• P••••• F••• V•• L••Venture Capital Fund$8.3M2Jun 30, 2022
      O• P••••••• F••• I• L••Venture Capital Fund$7.5M11Jun 30, 2022
      O• D•••• F••• I••• L••Venture Capital Fund$6.8M32Jun 30, 2022
      O• B•••• F••• I•• L••no longer reportedVenture Capital Fund$6.1M23Mar 28, 2018
      O• P••••• F••• V•••• L••Venture Capital Fund$5.9M69Mar 27, 2024
      O• E• F••• I• L••Venture Capital Fund$5.6M28Jun 30, 2022
      O• D•••• F••• I•• L••Venture Capital Fund$5.4M6Jun 30, 2022
      O• P••••• F••• I••• L••Venture Capital Fund$5.2M60Jun 30, 2022
      O• S••••• F••• I• L••Venture Capital Fund$4.9M39Jun 30, 2022
      O• P••••• F••• V••• L••Venture Capital Fund$4.8M36Jun 30, 2022
      O• P••••• F••• I• L••Venture Capital Fund$4.7M20Jun 30, 2022
      O• M••••• F••• I• L••Venture Capital Fund$4.5M30Jun 30, 2022
      O• D•••• F••• I• L••Venture Capital Fund$4.5M4Jun 30, 2022
      O• Y• F••• I• L••Venture Capital Fund$4.3M28Jun 30, 2022
      O• P••••• F••• I•• L••Venture Capital Fund$3.9M19Jun 30, 2022
      O• G••••• F••• I• L••Venture Capital Fund$3.8M24Jun 30, 2022
      O• I•••• E•••••••• F••• I• L••Venture Capital Fund$3.3M1Jun 30, 2022
      Z••• G••••• I•••••••• I• L••Venture Capital Fund$3.3M2Jun 30, 2022
      O• Y• H••••• F••• I• L••Venture Capital Fund$3.3M2Jun 30, 2022
      O• E• F•••••• F••• I• L••Venture Capital Fund$3.0M5Mar 29, 2023
      O• B•••• F••• I• L••no longer reportedVenture Capital Fund$2.9M13Oct 12, 2016
      O• Y• F••• I•• L••Venture Capital Fund$2.9M37Jun 30, 2022
      V••• F•• F••• I•• L••no longer reportedVenture Capital Fund$2.5M19Jun 30, 2022
      O• A••••• F••• I• L••Venture Capital Fund$2.5M24Jun 30, 2022
      V••••••• A•• L••Venture Capital Fund$2.5M4Jun 30, 2022
      O• E• T••• F••• I• L••no longer reportedVenture Capital Fund$2.3M2Jun 30, 2022
      O• E••• T••• F••• I• L••Venture Capital Fund$2.3M2Jun 30, 2022
      O••• F•••••• F••• I•• L••Venture Capital Fund$2.2M18Jun 30, 2022
      O• M••••••••• F••• I•• L••no longer reportedVenture Capital Fund$2.1M12Mar 28, 2018
      O• S••••••••• F••• I• L••Venture Capital Fund$2.1M34Jun 30, 2022
      O• P••••• F••• I•• L••Venture Capital Fund$2.0M12Jun 30, 2022
      W•••••••• O• F••• I• L••Venture Capital Fund$1.7M3Jun 30, 2022
      T•• F•• F••• I• L••Venture Capital Fund$1.7M42Jun 30, 2022
      All funds of O• M••••••••• L••
      Owners and control persons
      Schedule A and B, latest filing
      • E•••••••• N••••••• E•••• · Managercontrol
        since 01/2016 · owns 75% or more
      • G•••••• E•••• S•••• · Chief Compliance Officer
        since 11/2022 · owns less than 5%
      Related persons
      Schedule D 7.A
      • O••• H•••••••• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • many private funds relative to firm sizeStatic outlier · filing Apr 28, 2026
        private funds per $1B of RAUM of 172.1 against a peer median of 20.7 (712 comparable advisers, 99.0th percentile, 11.6 robust deviations)
        peers: asset managers, $100M to $500M (712) · 99% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Accounts · 48 to 40
        Apr 29, 2025 to Mar 31, 2026
      • Advisory employees · 4 to 3
        Apr 29, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 48 to 40
        Apr 29, 2025 to Mar 31, 2026
      • Assets in custody · $211M to $232M
        Apr 29, 2025 to Mar 31, 2026
      • Employees · 5 to 4
        Apr 29, 2025 to Mar 31, 2026
      • Private funds · 41 to 40
        Apr 29, 2025 to Mar 31, 2026
      • Discretionary RAUM · $211M to $232M
        Apr 29, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $211M to $232M
        Apr 29, 2025 to Mar 31, 2026
      • RAUM · $211M to $232M
        Apr 29, 2025 to Mar 31, 2026
      • Accounts · 45 to 48
        Sep 27, 2024 to Apr 29, 2025
      • Advisory employees · 3 to 4
        Sep 27, 2024 to Apr 29, 2025
      • Pooled vehicle clients · 45 to 48
        Sep 27, 2024 to Apr 29, 2025
      • Assets in custody · $208M to $211M
        Sep 27, 2024 to Apr 29, 2025
      • Financial planning clients · unset to
        Sep 27, 2024 to Apr 29, 2025
      • Private funds · 45 to 41
        Sep 27, 2024 to Apr 29, 2025
      • Discretionary RAUM · $208M to $211M
        Sep 27, 2024 to Apr 29, 2025
      • Pooled vehicle RAUM · $208M to $211M
        Sep 27, 2024 to Apr 29, 2025
      • RAUM · $208M to $211M
        Sep 27, 2024 to Apr 29, 2025
      • Assets in custody · unset to 208269417.0
        Mar 27, 2024 to Sep 27, 2024
      • Custody of client assets · false to true
        Mar 27, 2024 to Sep 27, 2024
      • Accounts · 48 to 45
        Mar 29, 2023 to Mar 27, 2024
      • Pooled vehicle clients · 48 to 45
        Mar 29, 2023 to Mar 27, 2024
      • Assets in custody · 239110222.0 to unset
        Mar 29, 2023 to Mar 27, 2024
      • Custody of client assets · true to false
        Mar 29, 2023 to Mar 27, 2024
      • Employees · 4 to 5
        Mar 29, 2023 to Mar 27, 2024
      • Private funds · 48 to 45
        Mar 29, 2023 to Mar 27, 2024
      • Discretionary RAUM · $239M to $208M
        Mar 29, 2023 to Mar 27, 2024
      • Pooled vehicle RAUM · $239M to $208M
        Mar 29, 2023 to Mar 27, 2024
      • RAUM · $239M to $208M
        Mar 29, 2023 to Mar 27, 2024
      • Accounts · 45 to 48
        Jul 1, 2022 to Mar 29, 2023
      • Pooled vehicle clients · 45 to 48
        Jul 1, 2022 to Mar 29, 2023
      • Assets in custody · $250M to $239M
        Jul 1, 2022 to Mar 29, 2023
      • Private funds · 47 to 48
        Jul 1, 2022 to Mar 29, 2023
      • Discretionary RAUM · $250M to $239M
        Jul 1, 2022 to Mar 29, 2023
      • Pooled vehicle RAUM · $250M to $239M
        Jul 1, 2022 to Mar 29, 2023
      • RAUM · $250M to $239M
        Jul 1, 2022 to Mar 29, 2023
      Signals
      1 dated events
      • O• M••••••••• L•• filed its initial SEC registration (Form ADV)
        Jun 30, 2022 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/olive-tree-capitalreportedpublic record, Form ADV, Sep 18, 2026
      Website
      olivetreecapital.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      617-462-3524reportedpublic record, Form ADV, Apr 28, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026