ONE CAPITAL MANAGEMENT, LLC is a Westlake Village, California based financial advisory firm with nearly $6,142,732,131 in assets under management and provides investment advisory services for 7115 clients. There are currently 60 financial advisors at the firm.
General Information |
| Firm CRD#: | 114861 | |
| SEC#: | 801-60483 | |
| Assets under Management: | $6,142,732,131 | |
| No. of Clients: | 7115 | |
| No. of Advisors: | 60 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Publication of periodicals and newsletters, Other (ADVISORY CONSULTING SERVICES, FIRM PROVIDES SUB-ADVISER SERVICES TO TWO CANADIAN REGISTERED ETF, AND TO A LUXEMBOURG SICAV) | |
| Fee Structure: | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| WILSHIRE | 6210 | 801-36233 | 373588 | 298 | $94,873,146,068 |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | 801-56293 | 56585 | 690 | $86,270,585,130 |
| APERIO GROUP, LLC | 111616 | 801-57184 | 16173 | 170 | $80,212,688,341 |
| NFP RETIREMENT INC. | 121254 | 801-66107 | 5514 | 219 | $96,454,495,427 |
| ICONIQ CAPITAL, LLC | 159198 | 801-72878 | 1477 | 451 | $84,187,372,139 |
| CAPITAL BANK AND TRUST COMPANY | 170017 | 801-79234 | 536 | 151 | $75,863,757,861 |
| STEPSTONE GROUP LP | 143635 | 801-68079 | 337 | 689 | $85,687,398,665 |
| METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | 801-53332 | 146 | 348 | $102,770,713,223 |
| PANTHEON | 153425 | 801-71327 | 115 | 110 | $71,532,004,176 |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC | 156973 | 801-73726 | 109 | 666 | $100,968,246,570 |
| PATHWAY CAPITAL MANAGEMENT, LP | 108016 | 801-54251 | 109 | 235 | $87,787,751,721 |
| LEONARD GREEN & PARTNERS, L.P. | 158164 | 801-73794 | 84 | 87 | $77,831,733,868 |
| HELLMAN & FRIEDMAN LLC | 158614 | 801-73341 | 42 | 120 | $105,674,000,000 |
| PRIMECAP MANAGEMENT CO | 105516 | 801-19765 | 37 | 40 | $134,476,880,987 |
| SILVER LAKE TECHNOLOGY MANAGEMENT, LLC | 161206 | 801-74182 | 27 | 264 | $102,036,807,138 |