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| Happy Holidays!! thanks for using AUM13F!! |
| Oneamerica Investment Advisory Services LLC
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|---|---|
| CRD # | 285390 |
| SEC # | 801-108528 |
| CIK # | |
| AUM | $5.1 B (2025-05-05) |
| Employees | 6 (100% Investors, 100% Brokers) |
| Phone | 860-580-4414 |
| Address | One Orange Way Windsor, CT 06095 |
| Source | [IAPD] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 166 | 5.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 166 | 5.1 |
| By Discretionary | ||
| Discretionary | 46 | 0.6 |
| Non-Discretionary | 120 | 4.5 |
| Total | 166 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 166 | 5.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
20 Gates Management LLC
✚
|
NY | 5.3 |
|
Morgan Stanley Eaton Vance CLO Manager LLC
✚
|
NY | 5.2 |
|
Fiduciary First LLC
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|
FL | 5.2 |
|
Allianz Capital Partners of America LLC
✚
|
NY | 5.2 |
|
Boston Trust Walden Inc
✚
|
MA | 5.1 |
|
Bivium Capital Partners LLC
✚
|
CA | 5.1 |
|
Kotak Mahindra Asset Management Singapore PTE Ltd
✚
|
5.1 | |
|
Metropolis Capital Limited
✚
|
5.0 | |
|
Precept Advisory Group LLC
✚
|
CA | 5.0 |
|
CVC Credit Partners US CLO Management LLC
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|
NY | 4.9 |