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| O'Neil Global Advisors Inc
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|---|---|
| CRD # | 308150 |
| SEC # | 801-119966 |
| CIK # | 0001861159 |
| AUM | 401.9 M (2026-05-04) |
| Employees | 40 (20% Investors, 5% Brokers) |
| Fees | |
| Minimum | |
| Phone | 310-448-6800 |
| Address | 12655 Beatrice Street Los Angeles, CA 90066 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| JDS Uniphase Corp /CA/ | 4.8 | ||
| Consol Energy Inc | 1.6 | ||
| Ciena Corp | 1.3 | ||
| Lumentum Holdings Inc | 1.2 | ||
| Ericsson LM Telephone Co | 1.0 | ||
| Pan American Silver Corp | 0.9 | ||
| Keysight Technologies Inc | 0.9 | ||
| FIGS Inc | 0.9 | ||
| Caterpillar Inc | 0.4 | ||
| GE Vernova Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | O'Neil Chameleon Fund LLC | 2020-11-13 | 29.7 M | |
| HF | O'Neil Condor Accredited Master LLC | 2020-11-13 | 2.9 M | |
| HF | O'Neil Condor Qualified Master LLC | 2020-11-13 | 0.3 M | |
| HF | O'Neil Raven Accredited Master LLC | 2020-11-13 | 38.6 M | |
| HF | O'Neil Raven Qualified Master LLC | 2020-11-13 | 13.4 M | |
| HF | O'Neil Timberwolf Master LLC | 2020-11-13 | 1.9 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 2 | 41.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 37.2 |
| (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 | 8 | 323.1 |
| (n) Other | 0 | 0.0 |
| Total | 87 | 401.9 |
| By Discretionary | ||
| Discretionary | 87 | 401.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 87 | 401.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.9 | |
| Total | 87 | 401.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001861159] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Orbis Investment Management US LP
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CA | 405.4 M |
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Covara Capital LLC
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Lotus Technology Management LP
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FL | 405.0 M |
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Westbeck Capital Management LLP
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404.2 M | |
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Charter Oak Advisors LP
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|
Palo Duro Investment Partners LP
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IL | 402.8 M |
|
Balch Hill Capital LLC
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|
402.1 M | |
|
Ratan Capital Management LP
✚
|
FL | 401.9 M |
|
Numerixs Investment Technologies Inc
✚
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DE | 400.0 M |
|
Diadema Partners LP
✚
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NJ | 397.9 M |