An Investment Office Serving Families and Foundations
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.
OUR FOUNDING PRINCIPLES
Independence
We are owned by our employees and clients, which we believe creates alignment with clients and differentiates us from sponsor-backed or publicly traded investment firms. This structure allows us to prioritize our clients’ objectives without outside shareholder pressures.
Stewardship
We consider ourselves long-term stewards of capital, dedicated to providing customized solutions for each client with the highest standards of care, discipline, and integrity.
Excellence
We hold ourselves to the highest standards, striving for excellence in both our team’s performance and in the client experience we deliver.
Performance
We strive to deliver superior risk-adjusted returns across all market conditions, anchored by an unwavering focus on long-term results.
Transparency
We provide clear and consistent portfolio reporting to empower our clients with a comprehensive understanding of their investments.
Alignment
We strive to place our clients’ best interests at the center of everything we do. And, as fiduciaries, we are obligated to act in clients’ best interests.
Ongoing Commitment
At Point Olema, we are dedicated to delivering a disciplined investment process while responsibly stewarding capital for multiple generations, ensuring lasting prosperity and stability. Drawing upon investment experience shaped by leading institutional endowments and family portfolios, we strive to bring expertise and insight to our clients.
Our Services
Investment Portfolio Management
Point Olema's comprehensive portfolio management for families and foundations encompasses tailored wealth design, strategic liquidity planning, rigorous performance benchmarking, and collaborative integration with existing financial advisor relationships. This approach is designed to ensure that wealth management strategies are aligned with both current needs and future goals, providing a robust framework for preserving and growing wealth across generations.
Alternative Asset Class Strategies
Point Olema manages a focused suite of investment strategies including Private Equity, Venture Capital, Diversifying Assets, and Concentrated Public Equity Funds. Differentiated access to exceptional investment talent, delivered through proprietary fund vehicles, can serve as foundational building blocks within multi-asset class portfolios or as standalone, à la carte investment solutions for investors.
VENTURE CAPITAL
Inception: August 2019
Designed to provide access to disruptive, transformational technologies within the venture capital ecosystem.
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Focused on building enduring partnerships with experienced managers to gain access to talented founders & entrepreneurs at the forefront of technological innovation.
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Potential to drive portfolio returns, less affected by traditional market forces.
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PRIVATE EQUITY
Inception: January 2020
Designed to provide access to skilled investors and operators within less efficient corners of the private equity market.
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Focused on partnering with experienced managers uniquely well-equipped to acquire, grow, and professionalize private companies with a central focus on operational value creation.
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Potential to outperform public market investments with enhanced risk management control.
DIVERSIFYING ASSETS
Inception: April 2020
Designed to provide access to differentiated sources of risk & return with lower correlation to traditional risk assets.
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Focused on bespoke investment opportunities exhibiting return durability, inflation protection, and tax-advantaged characteristics.
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Potential to generate equity-like returns with reduced directionality.
CONCENTRATED PUBLIC EQUITY
Inception: April 2020
Designed to enable long-term ownership of deeply researched public companies with a high degree of portfolio concentration.
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Focused on select partnerships employing high-conviction, benchmark-agnostic strategies that seek to outperform broad market indices by embracing increased levels of idiosyncratic risk.
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Potential to outperform passively-managed public equity portfolios over a long-term time horizon.
Meet the Leadership Team
Our team is guided by seasoned professionals who bring a wealth of expertise and a diverse skill set to the table. With years of experience in their respective fields, each member is dedicated to delivering exceptional results.
