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OLIVE TREE RIDGE INVESTMENT ADVISORS

Advisory

Data as of Jul 13, 2026 · Source: SEC Form ADV

Average account

$1M

across 15 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 13, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

ROWEN CAPITAL MANAGEMENT, LLC

$18M

BOUNDARY STREET PARTNERS LP

$18M

HASLET ADVISORS, LLC

$18M

NORTHQUANT CAPITAL MANAGEMENT, LLC

$20M

DONNELLY FINANCIAL SERVICES LLC

$20M

ANNOVA LLC

WILMINGTON, DE

$20M

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