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| One Capital Management LLC
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|
|---|---|
| CRD # | 114861 |
| SEC # | 801-60483 |
| CIK # | 0001606588 |
| AUM | $4.9 BB (2023-03-27) |
| Employees | 56 (79% Investors, 0% Brokers) |
| Phone | 805-409-8150 |
| Address | 3075 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001606588 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 0.0 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,925 | 0.4 |
| (b) Individuals (high net worth individuals) | 990 | 3.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 0.0 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 1.1 |
| (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 | 4 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,586 | 4.9 |
| By Discretionary | ||
| Discretionary | 8,448 | 4.9 |
| Non-Discretionary | 138 | 0.0 |
| Total | 8,586 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 2.6 | |
| Total | 8,586 | 4.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001606588] |
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