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Olympia Wealth Management
OLYMPIA WEALTH MANAGEMENT is an SEC-registered investment adviser in LAFAYETTE, CA. The firm manages approximately $20 million in regulatory assets.
Olympia Wealth Management
OLYMPIA WEALTH MANAGEMENT is an SEC-registered investment adviser in LAFAYETTE, CA. The firm manages approximately $20 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
1990
Location
Region
North America
Country
United States
City
Lafayette
Corporate office
New York, NY, United States
Principals
Steven M. H. Cohen
Chief Executive Officer
Sector focus
Frequently asked questions
Who makes investment decisions at Olympia Wealth Management?
CEO Steven M. H. Cohen oversees the investment committee. The firm employs a collaborative team-based approach, with sector specialists leading due diligence on private credit, real estate, and hedge fund allocations.
Does Olympia make direct investments or only allocate to funds?
Olympia favors direct investments and co-investments alongside a select group of GPs. It typically takes principal positions in private credit and real estate rather than relying on fund-of-fund structures.
What is Olympia's minimum investment threshold for clients?
The firm serves high-net-worth families, endowments, and foundations and likely requires a minimum of at least $10 million, though exact thresholds are not publicly disclosed.
How does Olympia differ from a traditional single-family office?
Olympia operates as an RIA, not a single-family office. It acts as an outsourced CIO for multiple unrelated families and institutions, preserving independent fiduciary status.
What private markets does Olympia target?
The firm targets private credit, direct real estate (industrial, multifamily), infrastructure, and hedge funds. Geographic focus is North America with select Western European exposure.
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