The ONEASCENT FINANCIAL SERVICES GROUP is a privately held investment adviser that advises $5.92Bn in regulatory assets under management held in 1 SEC fund types across 4 investment strategies. ONEASCENT FINANCIAL SERVICES GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 1,027.17% over the last 5-years.
The Group has been registered with the SEC for 9.94 years and is comprised of 5 filing and 0 relying advisers. They operate out of 31 office locations with their Headquarters at 23 INVERNESS PARKWAY, BIRMINGHAM, ALABAMA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 226 employees comprised of 106 investment and 120 non-investment staff. The total number of Employees increased by 479.49% over the last 5-years.
Their $5.92Bn in assets advised are owned by 7 private funds, 7 public funds and BDCs and 163 other accounts. Assets of High Net Worth Individuals clients own $2.43Bn or 40.97% of Total Assets and Individuals own $1.32Bn or 22.23% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Multi Strat, representing 69.81%, 22.3% and 5.86% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 2 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 4 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
ONEASCENT FINANCIAL SERVICES GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.