Investment adviser · CRD 285905
OLIVAR & GREB CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
· Form ADV filed Oct 18, 2021
- Regulatory AUM
- $8.65M Form ADV · Item 5.F
- Client accounts
- 37 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 17 | $6,804,904 | 78.7% |
| Individuals | 20 | $1,845,064 | 21.3% |
Filing source
Form ADV 1571837 · Oct 18, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 18, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Performance-based
Principal office
CRD 285905
Filing source
Form ADV 1571837 · Oct 18, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.