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| Onedigital Investment Advisors LLC
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|---|---|
| CRD # | 106766 |
| SEC # | 801-40622 |
| CIK # | 0001690370 |
| AUM | $107.1 BB (2024-07-19) |
| Employees | 550 (69% Investors, 25% Brokers) |
| Phone | 877-742-2021 |
| Address | 11101 Switzer Road Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| NVDA | 399.6 | 0.1 | |
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Palm Tree Partners LP | [2012-03-27] | 49.4 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34,343 | 3.5 |
| (b) Individuals (high net worth individuals) | 2,307 | 6.8 |
| (c) Banking or thrift institutions | 53 | 2.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 5,647 | 89.1 |
| (h) Charitable organizations | 178 | 1.3 |
| (i) State or municipal government entities | 145 | 3.7 |
| (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 | 87 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 57,121 | 107.1 |
| By Discretionary | ||
| Discretionary | 52,530 | 35.0 |
| Non-Discretionary | 4,591 | 72.1 |
| Total | 57,121 | 107.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.1 | |
| Total | 57,121 | 107.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001690370] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MFS Institutional Advisors Inc
✚
|
MA | 128.5 |
|
BlackRock Capital Management Inc
✚
|
DE | 110.9 |
|
CIBC Asset Management Inc
✚
|
108.4 | |
|
Wellington Management International Limited
✚
|
101.3 | |
|
Harris Associates LP
✚
|
IL | 101.2 |
|
Amundi Asset Management US Inc
✚
|
MA | 99.7 |
|
LSV Asset Management
✚
|
IL | 96.0 |
|
DoubleLine Capital LP
✚
|
FL | 93.0 |
|
Boston Partners Global Investors Inc
✚
|
MA | 89.7 |
|
HSBC Global Asset Management Hong Kong Limited
✚
|
87.6 |