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| 360 One Portfolio Managers Limited
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|---|---|
| CRD # | 307146 |
| SEC # | 801-118325 |
| CIK # | |
| AUM | $3.7 BB (2024-08-19) |
| Employees | 97 (2% Investors, 0% Brokers) |
| Phone | 912248765600 |
| Address | 360 One Centre, Kamala City, Senapati Bapat Marg, Mumbai, India |
| Source | [IAPD] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | 360 One Core Balanced | 2024-06-28 | 6.6 | |
| Other | 360 One Core Conservative | [2022-06-28] | 0.0 | 5.2 |
| Other | 360 One Core Aggressive | [2021-06-28] | 0.0 | 11.8 |
| Other | IIFL One Opportunities FOF - Series 1 | [2021-06-28] | 0.0 | 3.0 |
| Other | 360 One All Cap Fund | 2020-02-27 | 3.0 | |
| Other | 360 One Blended Fund - Series A | 2020-02-27 | 9.3 | |
| Other | 360 One Blended Fund - Series B | [2020-02-27] | 0.0 | 2.3 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,536 | 1.1 |
| (b) Individuals (high net worth individuals) | 164 | 2.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 180 | 0.1 |
| (n) Other | 21 | 0.0 |
| Total | 1,914 | 3.7 |
| By Discretionary | ||
| Discretionary | 552 | 1.1 |
| Non-Discretionary | 1,362 | 2.7 |
| Total | 1,914 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 0.0 | |
| Total | 1,914 | 3.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Sandeep Jethwani | 4 | ||
| Yatin Shah | 4 | ||
| Pramod Kumar Nair | 2 | ||
| Pramod Nair | 2 | ||
| Umang Papneja | 1 |
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|---|---|---|
|
Balentine LLC
✚
|
GA | 4.7 |
|
Mayflower Financial Advisors LLC
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|
MA | 4.7 |
|
Klingenstein Fields & Co LP
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NY | 4.6 |
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Westmount Asset Management LLC
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CA | 4.3 |
|
The Clarius Group LLC
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WA | 4.0 |
|
Winthrop Capital Management LLC
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IN | 3.8 |
|
IWP Wealth Management LLC
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|
CO | 3.6 |
|
Wescott Financial Advisory Group LLC
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|
PA | 3.4 |
|
Insigneo Advisory Services LLC
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|
FL | 3.1 |
|
Transcend Capital Advisors LLC
✚
|
NJ | 2.9 |