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Oliver Capital Management, LLC

● SEC registered since 2006CRD 127606SEC# 801-67157Seattle, WA
Export (members)
Reg. AUM
$422.3M
Employees
2
Accounts
1,717
Location
Seattle, WA

Oliver Capital Management, LLC assets under management

Oliver Capital Management, LLC operates as an SEC-registered investment adviser based in Seattle, WA. The firm has been registered since 2006. It reports $422.3 million in regulatory assets under management and employs 2 people.

Oliver Capital Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Mark Kenneth Oliver ControlManaging Member/President/CcoUnder 5%2003
Oliver Capital Management Holdings, LLC ControlMemberOver 75%2025
Concurrent Growth Partners, LLCMember25-50%2025
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Frequently asked questions

How much does Oliver Capital Management, LLC manage?

Oliver Capital Management, LLC reports $422.3 million in regulatory assets under management on its Form ADV.

How many employees does Oliver Capital Management, LLC have?

Oliver Capital Management, LLC reports 2 employees.

Where is Oliver Capital Management, LLC located?

Oliver Capital Management, LLC is based in Seattle, WA and has been SEC-registered since 2006.

Does Oliver Capital Management, LLC disclose fund performance?

Oliver Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address601 Union Street, Suite 3010, Seattle, WA 98101-4036
Phone206-775-7500
Fax206-775-7300
Office hours6a.m. To 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$43.7M
Non-discretionary$378.7M
Total (RAUM)$422.3M