Point Olema Capital Partners, L.P.
Point Olema Capital Partners is a private investment office serving families and foundations. We build and manage custom, institutional-quality portfolios designed to protect and grow capital over multiple generations through our extensive investment experience, institutional-style structure, and, in our view, access to exceptional investment talent.
In the firm's own words, from its website.
4 events, 2 verified contacts (1 general firm email, 1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- 2 vehicleson Form D, 18 months
$265M reported sold so far.
A Form D is filed when a vehicle takes its first money, so these are open to LPs now.
- 1 departurepeople, 12 months
A team member departed 62 days ago.
A partner leaving or arriving changes who decides, and who a founder or LP should call.
InferenceIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)For Founders, LPs, recruitersTeam →
People to know
View all people- Managing PartnerWhy: Managing partner: runs the firmNo route on file yet
- Managing Director, Client InvestmentsWhy: Managing directorNo route on file yet
Relationship network
6 connected entities
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Capital provider
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Point Olema Capital Partners, L.P.: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Point Olema Capital Partners, L.P.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
0 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.Stated thesis versus observed behaviour
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- venture capital
Team
6 current, 2 departed
Decision makers
- John William O'Connor · Managing PartnerWhy this person: Managing partner: runs the firm; Named with investment responsibility
- Nancy Carolyn Turner · Managing Director, Client InvestmentsWhy this person: Managing director; Named with investment responsibility
Who else at this firm · 1 person, grouped by function
- Rachel Louise Kinnunen · Chief Operating Officer / Chief Compliance OfficerWhy this person: Chief Operating Officer / Chief Compliance Officer at the firm
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Managing Partner
- Managing Director, Client Investments
- Chief Operating Officer / Chief Compliance Officer
2 departed (kept with end dates)
- Eric Brian Upin · Manager Of Point Olema Capital Partners Management, L.L.C. · May 1, 2019 to Jul 31, 2026 Fact
- Iain Russell Mcneil · Chief Operating Officer · Jul 1, 2019 to Oct 16, 2024 Inference
Contacts
1 general firm email, 1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
2 vehicles, 1 LPs disclosed
Funds and vehicles
What these amounts meanGAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Caa-Point Olema US Vc Portfolio, L.P. | Fund | 2021 form d first sale | Fundraising | $49.6M Jul 31, 2026 | 51 | $44.6M | Jan 12, 2026 |
| Main Post U.S. Venture Capital Portfolio, L.P. | Fund | 2019 form d first sale | Fundraising | $306M Jul 31, 2026 | 45 | $220M | Jul 23, 2026 |
Limited partners
- 1 commitment · $6.3M disclosed
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.| Allocator | Type | Fund | Amount | Date | Source |
|---|---|---|---|---|---|
| San Diego City Employees' Retirement System | MUNICIPAL RETIREMENT SYSTEM | Main Post Co-Investment at Point Olema Capital Partners, L.P. | $6.3M committed | reported as of Mar 31, 2026 | Fact Pension disclosure |
Relationships across DFX
0 co-investors · on 4 other DFX graphs
Co-investors
Across DFX and the capital chainon 4 other DFX graphs · 1 capital path ShowHide
- Sponsor-market profile (matched by same CRD)
- The same institution is held on Allocators, Independent Sponsors, Private Equity, RIA and Wealth, matched by identifier. See which records
Point Olema Capital Partners, L.P. is the same institution as 4 records in Allocators, Independent Sponsors, Private Equity and RIA and Wealth.
DFX found 4 relationships across 4 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Point Olema Capital Partners, L.P. sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Evidence and history
9 dated events, 66 observations from 3 sources
Timeline
- Jul 31, 2026Eric Brian Upin (Manager Of Point Olema Capital Partners Management, L.L.C.) no longer on Schedule A of Point Olema Capital Partners, L.P.
- Mar 31, 2026SDCERS reports Main Post Co-Investment: $6,311,870 committed, vintage 2017, net IRR 25.0%, 6.0x
- Oct 16, 2024Iain Russell Mcneil (Chief Operating Officer) no longer on Schedule A of Point Olema Capital Partners, L.P.
- Jun 1, 2022Nancy Carolyn Turner joined Schedule A of Point Olema Capital Partners, L.P. as Managing Director, Client Investments
- Mar 31, 2022Caa-Point Olema US Vc Portfolio, L.P. first reported on Form ADV by Point Olema Capital Partners, L.P. (Venture Capital Fund), GAV $26,150,000
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Jul 31, 2026 · 6 private fundsShowHide
- Headquarters
- San Francisco, CAadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- pointolema.com
- SEC adviser type
- Registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jul 31, 2026
- Private funds reported
- 6 (2 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $776Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $2.9Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 9
- Owners on Schedule A
- Point Olema Capital Partners Management, L.L.C. (General Partner), owns under 5%
Classification history
Classification history
Every classification this record has carried1 on recordShowHide
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 33% of 6 private funds
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC funds reported | Jul 31, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Jul 31, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Jul 31, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Oct 16, 2024 | Fact | Form ADV |
| First Form ADV filing | 2019-06-17 | Jul 31, 2026 | Fact | Form ADV |
| First Form ADV filing | 2019-06-17 | Oct 16, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-07-31 | Jul 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-07-31 | Jul 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-10-16 | Oct 16, 2024 | Fact | Form ADV |
| SEC status | Approved | Jul 31, 2026 | Fact | Form ADV |
| SEC status effective | 2019-07-17 | Jul 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Jul 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Oct 16, 2024 | Fact | Form ADV |
| Business phone | Jul 31, 2026 | Fact | Form ADV | |
| Business phone | Oct 16, 2024 | Fact | Form ADV | |
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 15, 2026 | Fact | ||
| Employees | 9 | Jul 31, 2026 | Fact | Form ADV |
| Employees | 15 | Oct 16, 2024 | Fact | Form ADV |
| Headquarters | San Francisco, CA | Jul 31, 2026 | Fact | Form ADV |
| Headquarters | San Francisco, CA | Oct 16, 2024 | Fact | Form ADV |
| Office address | Jul 31, 2026 | Fact | Form ADV | |
| Office address | Oct 16, 2024 | Fact | Form ADV | |
| Self-described type | Venture capital | Sep 16, 2026 | Fact | |
| Self-described type | Venture capital | Sep 15, 2026 | Fact | |
| Legal form | Limited Partnership | Jul 31, 2026 | Fact | Form ADV |
| PE funds reported | 2 | Jul 31, 2026 | Fact | Form ADV |
| Private funds reported | 6 | Jul 31, 2026 | Fact | Form ADV |
| Private funds reported | 6 | Jul 31, 2026 | Fact | Form ADV |
| Private funds reported | 6 | Oct 16, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $776M | Jul 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $776M | Jul 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $656M | Oct 16, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $2.9B | Jul 31, 2026 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $1.8B | Oct 16, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Jul 31, 2026 | Fact | Form ADV |
| Team page | Sep 16, 2026 | Fact | ||
| Team page | Sep 15, 2026 | Fact | ||
| Venture funds reported | 2 | Jul 31, 2026 | Fact | Form ADV |
| Venture funds reported | 2 | Jul 31, 2026 | Fact | Form ADV |
| Venture funds reported | 2 | Oct 16, 2024 | Fact | Form ADV |
| Website | Jul 31, 2026 | Fact | Form ADV | |
| Website | Oct 16, 2024 | Fact | Form ADV | |
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 15, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersPrivate equity with venture activity, probableShowHide
Registered adviser; venture funds are 33% of 6 private funds
- importance
- gav: 0.47 · funds: 0.17 · people: 0.16 · investments: 0 · scale basis: Venture-typed funds only (Private equity with venture activity): 2 funds, $356M of $356M reported · co investors: 0
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
- emerging manager
- fund count: 2 · reported gav: $356M · first adv filing: 2019-06-17 · years since first filing: 7.3
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- LP commitment disclosed2026-03-31source on record
- Adviser's first ADV filing2019-06-17source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
Not yet on record: new companies, 12 mo.