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360 ONE PORTFOLIO MANAGERS LIMITED

Advisory

N·MUMBAI

Data as of Nov 5, 2024 · Source: SEC Form ADV

Total AUM

$3.6B

1-Year AUM Growth

+12.6%

3-Year CAGR

+5.2%

Employees

2

Assets Under Management

Total AUM$3.6B

Discretionary AUM$1.2B

Non-Discretionary AUM$2.5B

Discretionary %32.5%

Total Clients2,038

Team

Total Employees2

Investment Advisers72

Employee Growth (1Y)+100.0%

Filing History

Total Filings on Record17

First FilingFeb 27, 2020

Latest FilingNov 5, 2024

🔒 Full AUM trend chart and 17 historical filings spanning 4+ 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 PORTFOLIO MANAGERS LIMITED

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