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| One Capital Management LLC
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|
|---|---|
| CRD # | 114861 |
| SEC # | 801-60483 |
| CIK # | 0001606588 |
| AUM | $6.2 BB (2024-03-30) |
| Employees | 60 (68% Investors, 0% Brokers) |
| Phone | 805-409-8150 |
| Address | 3075 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 0.1 | |
| MSFT | 1,918.2 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,809 | 0.9 |
| (b) Individuals (high net worth individuals) | 1,146 | 3.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 1.5 |
| (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 | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,533 | 6.2 |
| By Discretionary | ||
| Discretionary | 7,115 | 6.0 |
| Non-Discretionary | 418 | 0.2 |
| Total | 7,533 | 6.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 4.6 | |
| Total | 7,533 | 6.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001606588] |
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