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360 ONE ASSET MANAGEMENT LIMITED

Advisory

N·MUMBAI,MAHARASHTRA

Data as of Jul 30, 2024 · Source: SEC Form ADV

Total AUM

$4.3B

1-Year AUM Growth

+21.7%

3-Year CAGR

+21.4%

Employees

2

Assets Under Management

Total AUM$4.3B

Discretionary AUM$4.3B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6,573

Team

Total Employees2

Investment Advisers130

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record23

First FilingApr 11, 2019

Latest FilingJul 30, 2024

🔒 Full AUM trend chart and 23 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on 360 ONE ASSET MANAGEMENT LIMITED

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.