The ONEWELTH is a privately held investment adviser that advises $146.89mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ONEWELTH is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 213.32% over the last 3-years.
The Group has been registered with the SEC for 3.34 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 300 PARK AVE 2ND FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $146.89mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 6 other accounts. Assets of Corporations or Other Businesses clients own $92.59mn or 63.04% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $45.03mn or 30.66% of Total Assets.
The Group's top investment strategies include ESG, 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 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $45.03mn in assets.
The Group discloses advisory fees, fixed fees and management fees.
ONEWELTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.