|
⚲
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| Oneamerica Investment Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 285390 |
| SEC # | 801-108528 |
| CIK # | |
| AUM | $5.5 BB (2024-03-28) |
| Employees | 6 (100% Investors, 83% Brokers) |
| Phone | 317-285-1618 |
| Address | One American Square Indianapolis, IN 46206 |
| Source | [IAPD] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 219 | 5.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 219 | 5.5 |
| By Discretionary | ||
| Discretionary | 67 | 0.7 |
| Non-Discretionary | 152 | 4.7 |
| Total | 219 | 5.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.5 | |
| Total | 219 | 5.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
IWC Investment Partners A/S
✚
|
5.6 | |
|
20 Gates Management LLC
✚
|
NY | 5.4 |
|
Bluerock Fund Advisor LLC
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NY | 5.4 |
|
Hudson Housing Capital LLC
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|
NY | 5.4 |
|
NS Partners Ltd
✚
|
5.4 | |
|
Partners Group US Management CLO LLC
✚
|
NY | 5.4 |
|
Amplify Investments LLC
✚
|
IL | 5.3 |
|
Ares Capital Management II LLC
✚
|
CA | 5.3 |
|
Kotak Mahindra Asset Management Singapore PTE Ltd
✚
|
5.2 | |
|
Generate Advisors LLC
✚
|
NY | 5.2 |