360 ONE PORTFOLIO MANAGERS LIMITED

RIASEC RegisteredEst. 2020

Total AUM

$3.9B

Discretionary

$1.2B

32% of AUM

Avg account

$1.9M

Accounts

2,038

Employees

Advisory reps

Firm details

Headquarters: MUMBAI,
CRD number: 307146
Registered since: April 28, 2020
Website: www.360.one
Custodians: HDFC BANK, ORBIS FINANCIAL CORPORATION LIMITED, ICICI BANK LIMITED
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI50.34%
Individuals42.46%
Corporations / Businesses4.41%
Pooled Investment Vehicles1.09%
Charitable Organizations0.85%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

360 One Portfolio Managers Limited is an independent, SEC‑registered investment adviser that functions as a capital allocator for both individual/family and institutional clients. Registered in 2020, the firm’s ownership structure includes a foreign entity alongside an individual owner. Its advisory mandate spans discretionary and non‑discretionary portfolio management for individuals, pooled investment vehicles and institutions, and it also performs selection-of-other-advisers services. The firm is active as a real estate broker and maintains industry relationships that include broker‑dealer, trust company, insurance company and sponsor/GP/managing‑member roles for pooled vehicles. Fees are charged through a mix of percentage‑of‑AUM, fixed fees and performance‑based arrangements. The firm does not describe itself as an active ESG investor and is not registered as a multi‑state adviser.