The ONEIL CAPITAL MANAGEMENT is a privately held investment adviser that advises $401.92mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ONEIL CAPITAL MANAGEMENT is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 7.76% over the last 5-years.
The Group has been registered with the SEC for 5.62 years and is comprised of 2 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 12655 BEATRICE STREET, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.
They have 79 employees comprised of 26 investment and 53 non-investment staff. The total number of Employees increased by 6.76% over the last 5-years.
Their $401.92mn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 9 other accounts. Assets of Corporations or Other Businesses clients own $323.14mn or 80.4% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $41.57mn or 10.34% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Corporations or Other Businesses and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 2 Custodians and 0 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.
ONEIL CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.