Investor Access & Service Tiers
Olympia Capital Management structures its services to reflect the scale, complexity, and governance requirements of different institutional investors. Our three service tiers provide appropriate levels of customisation, reporting, and direct portfolio management access. Each tier is designed to grow with the investor's relationship with us over time.
Foundation
From $250K AUM
Designed for smaller institutional investors and family offices seeking access to our regulated fund range with standard reporting and investor services.
- Access to UCITS and AIF fund range
- Quarterly investor reporting package
- Annual portfolio review meeting
- Regulatory and investor notices included
- Dedicated investor relations contact
Institutional
From $5M AUM
For mid-to-large institutional investors requiring enhanced reporting, co-investment access, and closer engagement with the investment team.
- Full fund range including alternative funds of funds
- Monthly performance and risk attribution reports
- Bi-annual in-person portfolio review
- Co-investment opportunities on selected deals
- ESG data and impact reporting on request
Dedicated Mandate
From $25M AUM
A fully bespoke solution for large institutional investors who require a dedicated portfolio tailored to specific liability, return, and regulatory requirements.
- Bespoke portfolio construction and guidelines
- Real-time portfolio transparency and reporting portal
- Monthly investment committee presentations
- Custom benchmark and risk budget framework
- Priority access to new strategies and co-investments