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| MGO One Seven LLC
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| |
|---|---|
| CRD # | 283087 |
| SEC # | 801-107829 |
| CIK # | 0001731444 |
| AUM | $2.6 BB (2024-07-15) |
| Employees | 100 (48% Investors, 27% Brokers) |
| Phone | 216-865-1700 |
| Address | 24400 Chagrin Blvd Beachwood, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| AMZN | 1,093.0 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| META | 434.9 | 0.0 | |
| PG | 338.1 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| V | 419.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | OA Digital Fund LP | 2021-03-31 | 2.9 | |
| HF | Everglades Digital Asset Fund LP | [2019-12-11] | 5.0 | 11.7 |
| HF | Everglades Global Opportunities Fund LP | [2019-12-11] | 44.4 | 39.7 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,991 | 1.7 |
| (b) Individuals (high net worth individuals) | 315 | 0.5 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 246 | 0.3 |
| (h) Charitable organizations | 2 | 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 | 13 | 0.0 |
| (n) Other | 2 | 0.0 |
| Total | 9,416 | 2.6 |
| By Discretionary | ||
| Discretionary | 9,299 | 2.5 |
| Non-Discretionary | 117 | 0.0 |
| Total | 9,416 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 9,416 | 2.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Peter Lacey | 13 | ||
| Kenneth Arnold | 6 | ||
| Everglades Global Advisors LLC | 3 | ||
| Everglades Fund I GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001731444] |
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1.6 |