Insights

Wealth preservation opportunity Point Olema Capital Partners builds customized endowment-style portfolios for high-net-worth individuals and families seeking multigenerational wealth preservation, signaling potential sales opportunities in advanced investment strategies, tax-efficient structures, and bespoke family office services.

Institutional practices The firm emphasizes institutional-quality portfolio construction, risk governance, and long-horizon strategies, suggesting a receptiveness to partnerships or outsourced solutions that enhance governance, reporting, and compliance for multi-generational capital.

Alternative assets focus Exposure to alternative asset classes and innovative fund structures indicates potential cross-sell for access to exclusive funds, co-investments, secondaries, or bespoke fund-of-funds offerings aligned with long-term wealth goals.

Tech-enabled operations Utilization of cloud, collaboration tools, and security platforms signals opportunity to discuss technology-enabled reporting, data analytics, and cybersecurity services tailored to private investment offices and family offices.

Growth indicators Revenue in the multi‑million range with a lean team size points to potential needs in scalable outsourcing, advisory services, and scale-oriented solutions such as recruiting, portfolio optimization software, and managed services to support growth.

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Point Olema Capital Partners Tech Stack

Point Olema Capital Partners uses 8 technology products and services including Google Cloud CDN, Wix, Wix eCommerce, and more. Explore Point Olema Capital Partners's tech stack below.

Point Olema Capital Partners's Email Address Formats

Point Olema Capital Partners uses at least 1 email format:
Point Olema Capital Partners Email FormatsExamplePercentage
First@pointolema.comJohn@pointolema.com
100%

Frequently Asked Questions

What is Point Olema Capital Partners's official website and social media links?

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Point Olema Capital Partners's official website is pointolema.com and has social profiles on LinkedIn.

How much revenue does Point Olema Capital Partners generate?

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As of October 2026, Point Olema Capital Partners's annual revenue is estimated to be $10M - $25M.

What is Point Olema Capital Partners's NAICS code?

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Point Olema Capital Partners's NAICS code is 52391 - Miscellaneous Intermediation.

How many employees does Point Olema Capital Partners have currently?

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As of October 2026, Point Olema Capital Partners has approximately 15 employees across 1 continents, including North America. Key team members include Senior Associate: G. C. Explore Point Olema Capital Partners's employee directory with LeadIQ.

What industry does Point Olema Capital Partners belong to?

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Point Olema Capital Partners operates in the Venture Capital and Private Equity Principals industry.

What technology does Point Olema Capital Partners use?

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Point Olema Capital Partners's tech stack includes Google Cloud CDN, Wix, Wix eCommerce, Microsoft 365, Google Cloud, Sentry, Envoy and Sitelinks Search Box.

What is Point Olema Capital Partners's email format?

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Point Olema Capital Partners's email format typically follows the pattern of First@pointolema.com. Find more Point Olema Capital Partners email formats with LeadIQ.
Point Olema Capital Partners logo

Point Olema Capital Partners

Venture Capital and Private Equity PrincipalsCalifornia, United States11-50 Employees

Point Olema Capital Partners is a private investments office based in San Francisco, California. The firm concentrates on creating endowment-style portfolios tailored for prominent individuals and families seeking to preserve substantial long-term wealth across multiple generations. Founded by Eric Upin and John O’Connor, the team applies institutional practices and governance experience from leading endowments and family office settings to address tax considerations and complex investment needs. The strategy blends exposure to alternative asset classes and innovative fund structures to pursue long-term returns, aiming to sustain wealth over multigenerational time horizons. Positioned within the venture capital and private equity principals landscape, Point Olema emphasizes long-duration investments and deep industry relationships to access top‑tier manager talent and funds. } }# Answer should be a JSON object with exactly that format. If the above has formatting issues, adjust accordingly. The content stays strictly to the provided information, avoiding unaudited claims or marketing language. Remember: no additional commentary outside the JSON object.} }} } } If necessary, ensure proper JSON syntax with a single key

Section iconCompany Overview

NAICS Code
52391 - Miscellaneous Intermediation
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Point Olema Capital Partners's revenue is estimated to be in the range of $10M - $25M

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