Form D · Hedge Fund

Point Olema U.S. Concentrated Public Equity Portfolio, L.P.

San Francisco, CA · CIK 0001827450

Offering snapshot reported Dec 23, 2025 · SEC filing

Reported sold
$67.2M
Indefinite offering
Investors reported
12
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 15, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$33.6M$67.2MDec 22, 2020: $20,000,000.00Dec 22, 2020Dec 22, 2021: $45,950,000.00Dec 22, 2021Dec 22, 2022: $55,700,000.00Dec 22, 2022Dec 22, 2023: $65,200,000.00Dec 22, 2023Dec 23, 2024: $67,200,000.00Dec 23, 2024Dec 23, 2025: $67,200,000.00Dec 23, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 23, 2025Amendment$67,200,000$0vs Dec 23, 202412SEC filing
Dec 23, 2024Amendment$67,200,000$2,000,000vs Dec 22, 202312SEC filing
Dec 22, 2023Amendment$65,200,000$9,500,000vs Dec 22, 202212SEC filing
Dec 22, 2022Amendment$55,700,000$35,700,000vs Dec 22, 202010SEC filing
Dec 22, 2021Amendment$45,950,000$25,950,000vs Dec 22, 20209SEC filing
Dec 22, 2020Initial$20,000,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-383990

Source: Form D, filed Dec 23, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

POINT OLEMA U.S. CONCENTRATED PUBLIC EQUITY PORTFOLIO, L.P.

Investment adviser: POINT OLEMA CAPITAL PARTNERS, L.P.

Gross asset value
$76.1M
Beneficial owners
8
ADV minimum commitment
$0

Reported in Form ADV on Jul 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS (US), LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP SAN FRANCISCO, California, United States
Custodian CITIZENS BANK, N.A. PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Filing source

Form ADV 2121957 · Jul 31, 2026 · Schedule D 7.B.(1), fund 805-8441035355

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
John O'connor Executive
N/A Point Olema Capital Partners, L.P. Executive
N/A Point Olema Captial Partners, L.P. Executive
N/A Point Olema U.S. Concentrated Public Equity Management, L.L.C. Executive
Eric Upin Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
38 Keyes Ave Suite 130
San Francisco, CA, 94129