MGO One Seven LLC

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Assets, Funds, Holdings

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MGO One Seven LLC
CRD #283087
SEC #801-107829
CIK #0001731444
AUM $4.8 B (2025-05-22)
Employees 140 (68% Investors, 25% Brokers)
Phone216-865-1700
Address24400 Chagrin Blvd
Beachwood, OH 44122
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($B)
5.04.03.02.01.00.02011201620212026
Sector Form 13F Holdings Value ($B)
Nvidia Corp 0.1
Apple Inc 0.1
Microsoft Corp 0.1
Amazon Com Inc 0.0
Broadcom Inc 0.0
J P Morgan Chase & Co 0.0
Facebook Inc 0.0
Costco Wholesale Corp /NEW 0.0
SPDR Gold Trust 0.0
Alphabet Inc 0.0
View All
Holdings by Sector ($B)
4.03.22.41.60.80.02016201920222026
Type Form D Funds Date Sold ($M) AUM ($M)
HF OA Digital Fund LP 2021-03-31 2.9
HF Everglades Digital Asset Fund LP [2019-12-11] 5.4 11.7
HF Everglades Global Opportunities Fund LP [2019-12-11] 43.8 39.7
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 4,082 1.2
(b) Individuals (high net worth individuals) 1,195 3.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 146 0.7
(h) Charitable organizations 6 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 19 0.0
(n) Other 8 0.0
Total 12,846 4.8
By Discretionary
Discretionary 12,798 4.8
Non-Discretionary 48 0.0
Total 12,846 4.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.8
Total 12,846 4.8
EDGAR Form CIK 2011 - 2025
13F-HR [0001731444]
Comparable Firms State AUM ($B)
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Baker Avenue Asset Management LP
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GM Advisory Group LLC
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CWA Asset Management Group LLC
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Morton Capital Management LLC
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Logan Capital Management Inc
PA 2.7
GHP Investment Advisors Inc
CO 2.7
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