Point Olema Capital Partners, L.p.

Point Olema Capital Partners, L.P. is an independent investment adviser registered with the SEC under the Investment Advisers Act of 1940. Established in 2019, the firm is managed by its Executive Committee and Investment Committee. Co-Founder John O’Connor is currently taking a reduced role due to health reasons. Point Olema specializes in providing financial advice and portfolio management services to sophisticated individuals, family offices, institutional investors, and private investment funds. The firm manages Client assets through managed advisory accounts and affiliated unregistered comingled investment vehicles. Point Olema aims to customize its Advisory Account portfolios by organizing the Funds into distinct asset classes or strategies. The firm charges Asset Based Fees up to 0.75% for Advisory Accounts and Management Fees up to 1.30% for the Funds. Point Olema may engage unaffiliated managers to subadvise a portion of Advisory Client portfolios. The firm has approximately $2.04 billion in Regulatory Assets Under Management as of December 31, 2024. Point Olema conducts ongoing reviews of Client accounts and provides quarterly written reports to Clients. The firm has adopted a Code of Ethics and insider trading policies to ensure ethical conduct. Point Olema does not generally perform proxy voting services for Advisory Accounts but has authority to vote proxies for the Funds. The firm does not participate in class action lawsuits on behalf of Clients. Point Olema has not experienced any financial conditions that would impair its ability to meet contractual commitments.