Olive Street Capital Partners LLC

Olive Street Capital Partners provides discretionary investment management and non‑discretionary investment consulting primarily to high‑net‑worth individuals and family offices, and also works with insurance company clients and pooled investment vehicles. The firm additionally serves as investment manager to a private multifamily partnership that acquires a limited partner interest in a third‑party fund, and its brochure indicates it does not target non‑HNW retail individual clients.

The firm’s process emphasizes customized asset allocation, portfolio construction and ongoing monitoring based on client questionnaires that document financial condition, risk tolerance, liquidity needs and restrictions. Olive Street invests across public and private markets — listing equities, credit, derivatives and options among possible instruments — and conducts due diligence on third‑party managers when recommending separate account managers or private investments.

Noteworthy for a small adviser, Olive Street functions as a private fund adviser and an affiliated general partner for a pooled vehicle, and its partnership documents contemplate performance‑based carried interest and the potential use of side letters. The firm also discloses use of derivatives and option strategies in managed accounts and reserves the right to recommend investments with exposure to digital assets, features that are less common among its supported‑firm peers.