Overview
Assets Under Management: $4.8 billion
High-Net-Worth Clients: 6
Average Client Assets: $11 million
Frequently Asked Questions
360 ONE ASSET MANAGEMENT LIMITED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300914), 360 ONE ASSET MANAGEMENT LIMITED is subject to fiduciary duty under federal law.
360 ONE ASSET MANAGEMENT LIMITED serves 6 high-net-worth clients according to their SEC filing dated July 31, 2025. View client details ↓
According to their SEC Form ADV, 360 ONE ASSET MANAGEMENT LIMITED offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
360 ONE ASSET MANAGEMENT LIMITED manages $4.8 billion in client assets according to their SEC filing dated July 31, 2025.
According to their SEC Form ADV, 360 ONE ASSET MANAGEMENT LIMITED serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.39
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 6,576
Discretionary Accounts: 6,576
Regulatory Filings
CRD Number: 300914
Filing ID: 2006943
Last Filing Date: 2025-07-31 09:28:00
Website: https://360.one