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olive technology ventures management, llc

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olive technology ventures management, llcpalo alto, CA

Additional Information

Olive Asset Management is a global asset management platform under Noah Holdings (NYSE: NOAH | HKEX: 6686) focused on alternative investments including private equity, hedge funds, and US direct investments. The firm serves 30,000+ clients with $9.5B USD in assets under advisement and manages 360+ invested funds across 7,400+ companies.

Specializes in

Alternative investmentsPrivate equityHedge fundsUS direct investmentGlobal macro researchMulti-asset allocation

Services

Private equity fund selection and investmentHedge fund selection and investmentPublic market fund selectionUS direct investmentUS real estate investmentStructured productsCustomized and discretionary investment productsGlobal asset allocationAsset advisory services

Languages: Chinese, English · Serving Shanghai, Hong Kong, Silicon Valley, New York, Asia +1 more

Additional information extracted from the firm's public website. Last updated: September 15, 2026

Contact Information

Phone: 650-303-6964

Website: http://www.oliveam.com

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Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

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A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

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Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.