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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| 360 One Portfolio Managers Limited
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|---|---|
| CRD # | 307146 |
| SEC # | 801-118325 |
| CIK # | |
| AUM | $3.9 B (2025-06-30) |
| Employees | 85 (1% Investors, 0% Brokers) |
| Phone | 912248765600 |
| Address | 360 One Centre, Kamala City, Senapati Bapat Marg, Mumbai, India |
| Source | [IAPD] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | 360 One Core Balanced | 2024-06-28 | 4.4 | |
| Other | 360 One Core Conservative | [2022-06-28] | 0.0 | 5.2 |
| Other | 360 One Core Aggressive | [2021-06-28] | 0.0 | 5.5 |
| 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 ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,664 | 1.6 |
| (b) Individuals (high net worth individuals) | 145 | 1.9 |
| (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 | 5 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 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 | 196 | 0.2 |
| (n) Other | 19 | 0.0 |
| Total | 2,038 | 3.9 |
| By Discretionary | ||
| Discretionary | 718 | 1.2 |
| Non-Discretionary | 1,320 | 2.6 |
| Total | 2,038 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 0.0 | |
| Total | 2,038 | 3.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Yatin Shah | 4 | ||
| Sandeep Jethwani | 4 | ||
| Pramod Kumar Nair | 2 | ||
| Pramod Nair | 2 | ||
| Umang Papneja | 1 |
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FL | 3.6 |
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Transcend Capital Advisors LLC
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SYON Capital LLC
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CA | 2.9 |