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Olive Partners Management registers with the SEC (Palo Alto, CA)
New SEC-registered adviser · CRD 335855 · 801-136936 · effective 2026-09-03
Effective 2026-09-03. 14 employees (6 advisory), $465M regulatory AUM across 14 accounts. Advises private funds. Affiliated with a broker-dealer. Notice-filed in CA. Limited Liability Company (DE).
Advises private fundsBroker-dealer affiliate10+ employeesHas custody
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Fund administration & audit
- Recruiting & RIA platforms
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance