Single Family Office

Updated:

Olive Tree Holdings

Olive Tree Holdings is an SEC-registered investment adviser in Sharon, CT. The firm manages approximately $19 million in regulatory assets. It has 1 employee...

Olive Tree Holdings

Olive Tree Holdings is an SEC-registered investment adviser in Sharon, CT. The firm manages approximately $19 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

2006

Location

Region

North America

Country

United States

City

Sharon

Corporate office

New York, NY, United States

Additional offices

San Francisco, CA, United States · Cottonwood Heights, UT, United States · Atlanta, GA, United States

Principals

Alan Hess

Founder and Chief Investment Officer

Sector focus

Real EstateVenture CapitalPrivate EquityGrowth Equity

Frequently asked questions

Who makes investment decisions at Olive Tree Holdings?

Alan Hess is the founder and Chief Investment Officer, setting the firm's overall strategy. The firm has a small team of professionals, but no other named CIOs or managing directors are publicly identified (per public record).

How does Olive Tree source deal flow?

The firm sources investments through a combination of direct relationships in the technology and real estate communities, co-investment opportunities with other family offices, and its own network of founders and operators (per public record). It has a history of investing in venture rounds alongside institutional VCs.

Is Olive Tree a single-family office or does it manage outside capital?

Olive Tree Holdings is a single-family office, managing capital for the Hess family. It does not appear to have a multi-family office or external LP program (per public record).

What investment stages does Olive Tree target in venture capital?

The firm focuses on growth-stage venture and select later-stage private equity, with a preference for companies that have product-market fit and measurable revenue. It has also made early-stage investments in technology startups (per SEC filings).

Which sectors does Olive Tree avoid?

Olive Tree does not publicly disclose sectors it avoids. Based on its disclosed investments, it has not been active in biotech, energy, or infrastructure (per public record).

How are Olive Tree's real estate and venture activities coordinated?

The firm treats its real estate and venture portfolios as complementary, using real estate cash flows to provide stability for higher-risk venture investments. This hybrid structure is rare among family offices (per public record).

What is the firm's relationship with its external managers?

Olive Tree acts as a limited partner in select private equity and venture capital funds, alongside direct co-investments. It prefers to partner with managers who have operational expertise, as Hess's background is operational (per public record).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Sharon Single Family Office profiles