Olympia Wealth Management

Olympia Wealth Management

Olympia Wealth Management was established in 1990 as an independent registered investment adviser. The firm serves a client base of high-net-worth families, endowments, and foundations, though it does not publicly disclose its founding principal beyond CEO Steven M. H. Cohen. Wealth origin among clients is diversified across finance, real estate, and entrepreneurial sources. The firm allocates capital across private credit, direct real estate, hedge funds, and infrastructure — taking a hands-on approach through direct investments and co-investment partnerships with select GPs. Olympia has held positions in mid-market private credit funds and opportunistic real estate deals in the U.S. and Europe. Geographic focus is predominantly North America, with select exposure to Western Europe. The firm favors illiquid, high-conviction strategies over passive public-market allocations. Olympia manages an estimated $1B–$5B in client assets, according to public record and available data. The team includes roughly 30 professionals across investment, operations, and client advisory functions. Adjusted vehicles include a platform for philanthropic advising and family governance services for its ultra-high-net-worth clients. In 2023, the firm expanded its direct real estate program, adding two senior investment officers focused on industrial and multifamily assets. Olympia structures itself as an RIA with a partnership ethos, not a single-family-office overlay. It has not created any spin-off asset manager or fund under its own brand — a relatively conservative posture that preserves client alignment. This operational architecture sets it apart from larger multi-family offices that have launched advisory or fund-of-funds vehicles.