The ONE CAPITAL MANAGEMENT, LLC is a privately held investment adviser that advises $8.96Bn in regulatory assets under management held in 0 SEC fund types across 4 investment strategies. ONE CAPITAL MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 286.96% over the last 5-years.
The Group has been registered with the SEC for 24.75 years and is comprised of 1 filing and 0 relying advisers. They operate out of 13 office locations with their Headquarters at 3075 TOWNSGATE ROAD SUITE 350, WESTLAKE VILLAGE, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 9 US and Non-US bodies.
They have 103 employees comprised of 55 investment and 48 non-investment staff. The total number of Employees increased by 151.22% over the last 5-years.
Their $8.96Bn in assets advised are owned by 2 private funds, 7 public funds and BDCs and 60 other accounts. Assets of High Net Worth Individuals clients own $4.53Bn or 50.57% of Total Assets and Other Investment Advisers own $2.76Bn or 30.8% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 41.82%, 39.65% and 17.55% of total assets, respectively.
They advise 8 types of clients, top clients are High Net Worth Individuals and Other Investment Advisers.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 2 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 and management fees.
ONE CAPITAL MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.